Filed April 24, 2019
Total covered: 7 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,677 | $80,753-7.5% | $136,298-45.2% | $62,293+19.9% |
| Participation rate | 99.4% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 133.77% | 35.83%+97.9pp | 5156.27%-5022.5pp | 28.90%+104.9pp |
| Employer contribution / active EE | $15,924 | $2,884+452.2% | $4,696+239.1% | $2,042+679.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |