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 | $213,560 | $113,699+87.8% | $70,462+203.1% | $93,223+129.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 75.1%+24.9pp | 74.9%+25.1pp |
| Annual return | 14.47% | 14.93%-0.5pp | 109.08%-94.6pp | 19.29%-4.8pp |
| Employer contribution / active EE | $9,582 | $3,991+140.1% | $2,737+250.0% | $2,680+257.6% |
| Participant deferral / active EE | $8,678 | $4,485+93.5% | $3,710+133.9% | $4,563+90.2% |
| Admin fee / account holder | $0 | $40-100.0% | $3,845-100.0% | $79-100.0% |