Filed September 9, 2021
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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 | $17,620 | $41,854-57.9% | $73,836-76.1% | $52,331-66.3% |
| Participation rate | 92.0% | 66.2%+25.8pp | 73.4%+18.6pp | 68.1%+23.9pp |
| Annual return | 0.87% | 2.11%-1.2pp | 2268.06%-2267.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,632 | $1,920+37.1% | $2,787-5.6% | $1,882+39.9% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |