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 | $23,091 | $65,322-64.7% | $70,494-67.2% | $73,497-68.6% |
| Participation rate | 73.8% | 77.0%-3.1pp | 75.1%-1.2pp | 70.7%+3.1pp |
| Annual return | 15.77% | 15.71%+0.1pp | 109.16%-93.4pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,250 | $3,375-3.7% | $3,711-12.4% | $3,740-13.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |