Filed August 19, 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 | $48,245 | $47,648+1.3% | $130,660-63.1% | $67,579-28.6% |
| Participation rate | 93.4% | 60.4%+33.0pp | 71.7%+21.7pp | 71.3%+22.2pp |
| Annual return | 24.08% | 25.73%-1.7pp | 1709.29%-1685.2pp | 378.56%-354.5pp |
| Employer contribution / active EE | $574 | $1,408-59.2% | $4,092-86.0% | $2,148-73.3% |
| Participant deferral / active EE | $5,569 | $2,616+112.8% | $3,603+54.6% | $3,539+57.3% |
| Admin fee / account holder | $4 | $105-96.1% | $5,463-99.9% | $142-97.1% |