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 | $20,629 | $60,795-66.1% | $69,483-70.3% | $65,186-68.4% |
| Participation rate | 98.3% | 74.9%+23.4pp | 74.6%+23.7pp | 70.2%+28.1pp |
| Annual return | 15.81% | 17.46%-1.6pp | 28.99%-13.2pp | 29.39%-13.6pp |
| Employer contribution / active EE | $3,810 | $2,452+55.4% | $2,780+37.1% | $2,177+75.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |