Filed July 2, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $80,980 | $57,976+39.7% | $63,018+28.5% | $62,293+30.0% |
| Participation rate | 95.9% | 75.9%+20.0pp | 74.8%+21.1pp | 69.5%+26.4pp |
| Annual return | 12.40% | 17.54%-5.1pp | 87.62%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,119 | $2,415-12.2% | $2,761-23.2% | $2,042+3.8% |
| Participant deferral / active EE | $4,089 | $2,956+38.3% | $3,330+22.8% | $3,169+29.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |