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 | $37,113 | $76,696-51.6% | $96,515-61.5% | $71,511-48.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 223.09% | 48.32%+174.8pp | 35.73%+187.4pp | 28.86%+194.2pp |
| Employer contribution / active EE | $5,842 | $3,032+92.7% | $3,740+56.2% | $2,589+125.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |