Filed June 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 | $78,865 | $67,166+17.4% | $57,356+37.5% | $55,191+42.9% |
| Participation rate | 95.9% | 77.7%+18.2pp | 75.1%+20.8pp | 69.2%+26.8pp |
| Annual return | 2.81% | 4.22%-1.4pp | 24.41%-21.6pp | 10.78%-8.0pp |
| Employer contribution / active EE | $4,650 | $2,812+65.4% | $2,689+73.0% | $1,899+144.9% |
| Participant deferral / active EE | $4,487 | $2,835+58.3% | $3,162+41.9% | $3,046+47.3% |
| Admin fee / account holder | $43 | $44-0.6% | $3,357-98.7% | $91-52.3% |