Filed November 18, 2019 (most recent of 5 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 | $605,083 | $130,795+362.6% | $173,730+248.3% | $64,728+834.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | 79.6%+20.4pp | 57.9%+42.1pp |
| Annual return | 34.91% | 13.01%+21.9pp | 19.96%+15.0pp | 49.38%-14.5pp |
| Employer contribution / active EE | $10,681 | $2,914+266.5% | $4,577+133.3% | $2,243+376.3% |
| Participant deferral / active EE | $0 | $3,477-100.0% | $6,326-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,356-100.0% | $17,523-100.0% | $1,145-100.0% |