Filed November 17, 2021
Total covered: 44 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,734 | $53,165-12.1% | $86,235-45.8% | $74,473-37.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 16.71% | 22.64%-5.9pp | 1170.03%-1153.3pp | 34.36%-17.6pp |
| Employer contribution / active EE | $3,025 | $1,210+150.0% | $2,381+27.0% | $2,638+14.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,856-100.0% | $347-100.0% |