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 | $127,303 | $130,052-2.1% | $86,717+46.8% | $77,906+63.4% |
| Participation rate | 95.5% | 85.9%+9.6pp | 76.6%+18.9pp | 73.7%+21.8pp |
| Annual return | -14.41% | -12.73%-1.7pp | 35.97%-50.4pp | 12.16%-26.6pp |
| Employer contribution / active EE | $2,733 | $3,214-15.0% | $2,837-3.7% | $2,846-4.0% |
| Participant deferral / active EE | $9,178 | $5,741+59.9% | $4,657+97.1% | $4,805+91.0% |
| Admin fee / account holder | $268 | $132+103.2% | $7,494-96.4% | $133+102.2% |