Filed May 25, 2021 (most recent of 4 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 | $142,264 | $74,552+90.8% | $63,018+125.8% | $69,631+104.3% |
| Participation rate | 98.4% | 78.3%+20.2pp | 74.8%+23.6pp | 70.7%+27.8pp |
| Annual return | 13.41% | 15.77%-2.4pp | 87.62%-74.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $3,244 | $2,929+10.8% | $2,761+17.5% | $2,032+59.6% |
| Participant deferral / active EE | $3,702 | $2,974+24.5% | $3,330+11.2% | $3,224+14.9% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |