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 | $149,145 | $91,439+63.1% | $135,974+9.7% | $71,511+108.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 37.16% | 29.90%+7.3pp | 68.30%-31.1pp | 28.86%+8.3pp |
| Employer contribution / active EE | $9,023 | $3,705+143.6% | $4,859+85.7% | $2,589+248.5% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |