Filed September 1, 2021
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,013 | $50,637-38.8% | $86,582-64.2% | $62,293-50.2% |
| Participation rate | 91.4% | 67.9%+23.6pp | 73.5%+17.9pp | 69.5%+21.9pp |
| Annual return | 32.43% | 20.80%+11.6pp | 965.08%-932.7pp | 28.90%+3.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,864 | $2,611-28.6% | $3,609-48.3% | $3,169-41.2% |
| Admin fee / account holder | $1 | $413-99.8% | $4,904-100.0% | $479-99.8% |