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 | $14,120 | $40,275-64.9% | $57,356-75.4% | $59,633-76.3% |
| Participation rate | 79.0% | 69.1%+9.9pp | 75.1%+4.0pp | 68.7%+10.4pp |
| Annual return | 0.43% | 27.52%-27.1pp | 24.41%-24.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,932 | $2,400-19.5% | $3,162-38.9% | $3,192-39.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |