Filed March 5, 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 | $88,147 | $45,082+95.5% | $69,464+26.9% | $72,975+20.8% |
| Participation rate | 90.3% | 68.5%+21.8pp | 74.6%+15.7pp | 69.5%+20.8pp |
| Annual return | 20.88% | 22.66%-1.8pp | 28.98%-8.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $12,460 | $2,055+506.2% | $2,779+348.3% | $2,440+410.6% |
| Participant deferral / active EE | $7,357 | $2,604+182.6% | $3,536+108.1% | $3,608+103.9% |
| Admin fee / account holder | $12 | $3,057-99.6% | $3,840-99.7% | $5,124-99.8% |