Filed February 7, 2022 (most recent of 2 filings on file)
Total covered: 9 employees
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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 | $145,576 | $74,552+95.3% | $63,005+131.1% | $69,631+109.1% |
| Participation rate | 96.7% | 78.3%+18.4pp | 74.8%+21.9pp | 70.7%+26.0pp |
| Annual return | 15.40% | 15.77%-0.4pp | 87.59%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $3,498 | $2,929+19.4% | $2,760+26.7% | $2,032+72.1% |
| Participant deferral / active EE | $5,374 | $2,974+80.7% | $3,329+61.4% | $3,224+66.7% |
| Admin fee / account holder | $104 | $59+74.6% | $3,599-97.1% | $110-6.0% |