Filed July 2, 2021 (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 | $77,218 | $52,467+47.2% | $57,196+35.0% | $55,167+40.0% |
| Participation rate | 95.8% | 75.8%+19.9pp | 75.3%+20.4pp | 69.0%+26.8pp |
| Annual return | 2.55% | 7.72%-5.2pp | 14.59%-12.0pp | 169.23%-166.7pp |
| Employer contribution / active EE | $1,278 | $2,477-48.4% | $2,683-52.4% | $1,963-34.9% |
| Participant deferral / active EE | $3,663 | $2,830+29.4% | $3,096+18.3% | $3,054+19.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |