Filed October 1, 2021 (most recent of 2 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 | $22,014 | $51,769-57.5% | $57,356-61.6% | $52,331-57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.85% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $4,830 | $2,335+106.8% | $2,689+79.7% | $1,882+156.7% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |