Filed November 5, 2019 (most recent of 2 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,714 | $69,383+66.8% | $101,271+14.3% | $73,493+57.5% |
| Participation rate | 94.2% | 68.4%+25.8pp | 75.8%+18.4pp | 70.7%+23.5pp |
| Annual return | 16.18% | 18.46%-2.3pp | 46.48%-30.3pp | 28.51%-12.3pp |
| Employer contribution / active EE | $9,716 | $2,628+269.7% | $3,660+165.5% | $2,270+328.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |