Filed December 14, 2021 (most recent of 4 filings on file)
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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,795 | $144,879+11.0% | $111,319+44.4% | $93,010+72.9% |
| Participation rate | 93.7% | 86.1%+7.6pp | 77.3%+16.4pp | 73.9%+19.8pp |
| Annual return | 14.77% | 18.11%-3.3pp | 54.68%-39.9pp | 158.70%-143.9pp |
| Employer contribution / active EE | $2,491 | $3,052-18.4% | $2,732-8.8% | $2,705-7.9% |
| Participant deferral / active EE | $8,566 | $5,576+53.6% | $4,488+90.9% | $4,561+87.8% |
| Admin fee / account holder | $269 | $104+159.9% | $7,966-96.6% | $152+77.4% |