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 | $13,928 | $39,132-64.4% | $57,196-75.6% | $62,881-77.9% |
| Participation rate | 76.3% | 70.5%+5.8pp | 75.3%+1.0pp | 69.3%+7.0pp |
| Annual return | 7.05% | 9.24%-2.2pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,175 | $2,374-8.4% | $3,096-29.8% | $3,203-32.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |