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 | $82,609 | $79,523+3.9% | $140,019-41.0% | $56,289+46.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.52% | 2.39%-5.9pp | 651.17%-654.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,050 | $3,350+50.8% | $5,605-9.9% | $2,111+139.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |