Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,669 | $104,482+161.9% | $159,455+71.6% | $79,393+244.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 26.94% | 67.96%-41.0pp | 263.63%-236.7pp | 116.87%-89.9pp |
| Employer contribution / active EE | $3,583 | $3,416+4.9% | $4,830-25.8% | $2,428+47.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |