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 | $61,483 | $45,082+36.4% | $69,464-11.5% | $72,975-15.7% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.3pp | 69.5%+23.4pp |
| Annual return | 19.25% | 22.66%-3.4pp | 28.98%-9.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $4,879 | $2,055+137.4% | $2,779+75.5% | $2,440+99.9% |
| Participant deferral / active EE | $3,485 | $2,604+33.8% | $3,536-1.5% | $3,608-3.4% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |