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 | $50,634 | $43,344+16.8% | $59,899-15.5% | $64,173-21.1% |
| Participation rate | 98.1% | 69.2%+29.0pp | 74.7%+23.5pp | 69.6%+28.6pp |
| Annual return | -5.66% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,733 | $2,030+133.2% | $2,723+73.8% | $2,381+98.8% |
| Participant deferral / active EE | $3,381 | $2,547+32.7% | $3,402-0.6% | $3,470-2.5% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |