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 | $133,905 | $47,977+179.1% | $154,108-13.1% | $56,289+137.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.00% | 3.54%-8.5pp | 735.21%-740.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $8,567 | $2,169+295.0% | $5,298+61.7% | $2,111+305.8% |
| Participant deferral / active EE | $6,830 | $2,392+185.5% | $5,081+34.4% | $3,350+103.9% |
| Admin fee / account holder | $28 | $438-93.5% | $13,411-99.8% | $521-94.6% |