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 | $28,909 | $43,999-34.3% | $79,467-63.6% | $55,725-48.1% |
| Participation rate | 90.2% | 66.9%+23.2pp | 73.3%+16.8pp | 70.9%+19.3pp |
| Annual return | -3.05% | 1.81%-4.9pp | 718.30%-721.4pp | 244.93%-248.0pp |
| Employer contribution / active EE | $2,348 | $1,830+28.3% | $2,800-16.2% | $2,078+13.0% |
| Participant deferral / active EE | $1,856 | $2,538-26.9% | $3,704-49.9% | $3,356-44.7% |
| Admin fee / account holder | $0 | $118-100.0% | $5,104-100.0% | $115-100.0% |