Filed September 22, 2021 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,583 | $79,558+41.5% | $115,038-2.1% | $67,505+66.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 81.4%+18.6pp | 71.2%+28.8pp |
| Annual return | 5.21% | 4.65%+0.6pp | 26.14%-20.9pp | 6.52%-1.3pp |
| Employer contribution / active EE | $330 | $2,529-87.0% | $4,608-92.8% | $2,173-84.8% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,026-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $60-100.0% | $8,175-100.0% | $56-100.0% |