Filed December 14, 2021 (most recent of 4 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 | $101,346 | $80,211+26.3% | $74,184+36.6% | $63,975+58.4% |
| Participation rate | 92.8% | 84.2%+8.7pp | 76.6%+16.2pp | 71.1%+21.7pp |
| Annual return | 9.78% | 14.13%-4.3pp | 17.74%-8.0pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,890 | $2,553-26.0% | $2,370-20.3% | $2,182-13.4% |
| Participant deferral / active EE | $6,600 | $4,370+51.0% | $3,550+85.9% | $3,356+96.6% |
| Admin fee / account holder | $105 | $67+56.2% | $5,586-98.1% | $70+49.1% |