Filed August 19, 2021 (most recent of 5 filings on file)
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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 | $160,753 | $91,937+74.9% | $59,887+168.4% | $68,904+133.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 74.7%+25.3pp | 74.1%+25.9pp |
| Annual return | -3.12% | -3.10%0pp | 3.46%-6.6pp | 1.07%-4.2pp |
| Employer contribution / active EE | $9,149 | $4,347+110.5% | $2,722+236.1% | $2,540+260.1% |
| Participant deferral / active EE | $6,759 | $3,817+77.1% | $3,402+98.7% | $4,015+68.3% |
| Admin fee / account holder | $0 | $27-100.0% | $3,591-100.0% | $71-100.0% |