Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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Annual investment return 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 | $230,565 | $106,264+117.0% | $147,117+56.7% | $77,762+196.5% |
| Participation rate | 87.9% | 78.4%+9.5pp | 82.2%+5.7pp | 70.6%+17.3pp |
| Annual return | 4.44% | 56.94%-52.5pp | 420.54%-416.1pp | 31.27%-26.8pp |
| Employer contribution / active EE | $12,487 | $4,074+206.5% | $4,932+153.2% | $2,728+357.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |