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 | $119,272+407.3% | $161,149+275.5% | $71,012+752.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 78.8%+21.2pp | 58.6%+41.4pp |
| Annual return | 34.91% | 16.11%+18.8pp | 21.16%+13.8pp | 37.67%-2.8pp |
| Employer contribution / active EE | $10,681 | $2,894+269.1% | $4,360+145.0% | $2,348+354.9% |
| Participant deferral / active EE | $0 | $4,117-100.0% | $6,153-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,020-100.0% | $15,194-100.0% | $1,167-100.0% |