Filed August 6, 2021
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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 | $41,745 | $40,275+3.7% | $57,356-27.2% | $59,633-30.0% |
| Participation rate | 98.3% | 69.1%+29.2pp | 75.1%+23.2pp | 68.7%+29.6pp |
| Annual return | 1.26% | 27.52%-26.3pp | 24.41%-23.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $4,184 | $1,921+117.8% | $2,689+55.6% | $2,203+90.0% |
| Participant deferral / active EE | $2,989 | $2,400+24.5% | $3,162-5.5% | $3,192-6.4% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |