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 | $116,019 | $83,812+38.4% | $123,553-6.1% | $68,904+68.4% |
| Participation rate | 100.0% | 77.0%+22.9pp | 82.3%+17.7pp | 74.1%+25.9pp |
| Annual return | 7.91% | 0.60%+7.3pp | 119.21%-111.3pp | 1.07%+6.8pp |
| Employer contribution / active EE | $113 | $2,924-96.2% | $4,628-97.6% | $2,540-95.6% |
| Participant deferral / active EE | $0 | $5,609-100.0% | $6,426-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $65-99.9% | $9,284-100.0% | $71-99.9% |