Filed September 21, 2018 (most recent of 4 filings on file)
Total covered: 6 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,321 | $80,731-3.0% | $103,374-24.2% | $74,546+5.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 96.12% | 27.56%+68.6pp | 24.89%+71.2pp | 1366.03%-1269.9pp |
| Employer contribution / active EE | $6,291 | $3,158+99.2% | $3,869+62.6% | $2,624+139.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |