Filed June 27, 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 | $45,627 | $57,108-20.1% | $94,229-51.6% | $52,331-12.8% |
| Participation rate | 84.5% | 72.9%+11.6pp | 78.8%+5.8pp | 68.1%+16.4pp |
| Annual return | -0.18% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,075 | $1,735-38.0% | $3,587-70.0% | $1,882-42.9% |
| Participant deferral / active EE | $2,677 | $3,040-11.9% | $4,320-38.0% | $3,022-11.4% |
| Admin fee / account holder | $47 | $546-91.3% | $6,269-99.2% | $592-92.0% |