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 | $106,164+117.2% | $147,041+56.8% | $77,692+196.8% |
| Participation rate | 87.9% | 78.4%+9.5pp | 82.2%+5.7pp | 70.6%+17.3pp |
| Annual return | 4.44% | 56.81%-52.4pp | 419.21%-414.8pp | 31.25%-26.8pp |
| Employer contribution / active EE | $12,487 | $4,066+207.1% | $4,935+153.0% | $2,726+358.0% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |