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 | $80,251 | $55,002+45.9% | $59,899+34.0% | $56,289+42.6% |
| Participation rate | 96.3% | 75.9%+20.3pp | 74.7%+21.6pp | 69.9%+26.4pp |
| Annual return | 8.90% | 1.13%+7.8pp | 3.46%+5.4pp | -9.96%+18.9pp |
| Employer contribution / active EE | $2,120 | $2,448-13.4% | $2,723-22.1% | $2,111+0.4% |
| Participant deferral / active EE | $4,235 | $3,121+35.7% | $3,402+24.5% | $3,350+26.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |