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 | $166,872 | $52,967+215.0% | $172,753-3.4% | $65,186+156.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.48% | 30.12%-6.6pp | 803.00%-779.5pp | 29.39%-5.9pp |
| Employer contribution / active EE | $8,852 | $2,190+304.2% | $5,144+72.1% | $2,177+306.7% |
| Participant deferral / active EE | $7,018 | $2,471+184.0% | $5,198+35.0% | $3,514+99.7% |
| Admin fee / account holder | $37 | $472-92.1% | $13,956-99.7% | $847-95.6% |