Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,345 | $84,499+25.9% | $125,391-15.2% | $66,949+58.8% |
| Participation rate | 86.5% | 76.4%+10.1pp | 82.4%+4.1pp | 69.8%+16.7pp |
| Annual return | -11.31% | -8.49%-2.8pp | 572.41%-583.7pp | 1.57%-12.9pp |
| Employer contribution / active EE | $10,823 | $3,554+204.6% | $4,816+124.7% | $2,545+325.2% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $54 | $685-92.1% | $10,009-99.5% | $594-90.9% |