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 | $191,146 | $58,895+224.6% | $178,503+7.1% | $73,497+160.1% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 13.95% | 24.86%-10.9pp | 151.12%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $9,439 | $2,236+322.1% | $5,011+88.4% | $2,270+315.8% |
| Participant deferral / active EE | $7,466 | $2,567+190.8% | $5,202+43.5% | $3,740+99.6% |
| Admin fee / account holder | $26 | $400-93.6% | $13,987-99.8% | $513-95.0% |