Filed December 7, 2020 (most recent of 2 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 | $54,225 | $46,722+16.1% | $130,660-58.5% | $65,185-16.8% |
| Participation rate | 89.5% | 60.9%+28.5pp | 71.7%+17.7pp | 70.2%+19.3pp |
| Annual return | 20.14% | 24.17%-4.0pp | 1709.29%-1689.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,629 | $1,488+9.5% | $4,092-60.2% | $2,177-25.2% |
| Participant deferral / active EE | $3,239 | $2,545+27.3% | $3,603-10.1% | $3,514-7.8% |
| Admin fee / account holder | $7 | $453-98.4% | $5,463-99.9% | $847-99.2% |