Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,209 | $107,378+96.7% | $108,582+94.5% | $57,661+266.3% |
| Participation rate | 99.6% | 77.1%+22.5pp | 79.6%+20.0pp | 70.2%+29.4pp |
| Annual return | 15.56% | 12.80%+2.8pp | -51.70%+67.3pp | 5.13%+10.4pp |
| Employer contribution / active EE | $13,000 | $1,782+629.7% | $3,758+245.9% | $1,974+558.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |