Filed April 7, 2022 (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 | $124,984 | $46,732+167.4% | $156,551-20.2% | $55,167+126.6% |
| Participation rate | 96.4% | 65.8%+30.6pp | 84.0%+12.4pp | 69.0%+27.4pp |
| Annual return | 10.22% | 17.72%-7.5pp | 32.23%-22.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $7,755 | $2,105+268.4% | $5,501+41.0% | $1,963+295.1% |
| Participant deferral / active EE | $6,200 | $2,204+181.3% | $4,871+27.3% | $3,054+103.0% |
| Admin fee / account holder | $36 | $418-91.3% | $13,028-99.7% | $504-92.8% |