Filed April 22, 2022 (most recent of 3 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 | $88,582 | $43,423+104.0% | $78,676+12.6% | $55,167+60.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.21% | 11.53%-5.3pp | 62.19%-56.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $4,700 | $1,997+135.4% | $2,850+64.9% | $1,963+139.5% |
| Participant deferral / active EE | $6,686 | $2,509+166.5% | $3,517+90.1% | $3,054+118.9% |
| Admin fee / account holder | $5 | $416-98.7% | $4,510-99.9% | $504-98.9% |