Filed October 21, 2021 (most recent of 4 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 | $86,921 | $70,667+23.0% | $123,105-29.4% | $52,331+66.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.31% | 6.23%-5.9pp | 13.22%-12.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $4,115 | $2,946+39.7% | $5,151-20.1% | $1,882+118.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |