Filed September 21, 2018 (most recent of 4 filings on file)
Total covered: 6 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,321 | $80,781-3.0% | $102,437-23.5% | $74,478+5.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 96.12% | 27.58%+68.5pp | 24.95%+71.2pp | 1370.56%-1274.4pp |
| Employer contribution / active EE | $6,291 | $3,160+99.1% | $3,871+62.5% | $2,626+139.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |