Filed December 16, 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 | $19,770 | $44,229-55.3% | $155,789-87.3% | $55,191-64.2% |
| Participation rate | 86.3% | 60.8%+25.5pp | 76.1%+10.2pp | 69.2%+17.2pp |
| Annual return | -0.12% | 0.37%-0.5pp | 71.54%-71.7pp | 10.78%-10.9pp |
| Employer contribution / active EE | $394 | $1,317-70.1% | $3,839-89.7% | $1,899-79.2% |
| Participant deferral / active EE | $3,357 | $2,851+17.7% | $4,798-30.0% | $3,046+10.2% |
| Admin fee / account holder | $52 | $86-39.5% | $7,477-99.3% | $91-42.6% |