Filed April 24, 2019
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 | $113,881 | $84,499+34.8% | $125,391-9.2% | $66,949+70.1% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.3pp | 69.8%+28.9pp |
| Annual return | 19.54% | -8.49%+28.0pp | 572.41%-552.9pp | 1.57%+18.0pp |
| Employer contribution / active EE | $5,460 | $3,554+53.7% | $4,816+13.4% | $2,545+114.5% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |