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 | $88,078 | $74,089+18.9% | $133,975-34.3% | $55,167+59.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 6.72% | 12.11%-5.4pp | 29.29%-22.6pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,878 | $3,064+26.6% | $5,211-25.6% | $1,963+97.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |