Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,455 | $111,491+11.6% | $189,534-34.3% | $86,828+43.3% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.8%+10.8pp | 72.3%+26.3pp |
| Annual return | 28.78% | 83.50%-54.7pp | 555.39%-526.6pp | 97.95%-69.2pp |
| Employer contribution / active EE | $6,246 | $3,951+58.1% | $6,162+1.4% | $2,406+159.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |