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 | $44,065 | $39,132+12.6% | $57,196-23.0% | $62,881-29.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.86% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,529 | $1,874+141.7% | $2,683+68.8% | $2,281+98.5% |
| Participant deferral / active EE | $3,235 | $2,374+36.2% | $3,096+4.5% | $3,203+1.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |