Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,853 | $71,666+219.3% | $117,861+94.2% | $69,634+228.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 13.93% | 18.86%-4.9pp | 335.11%-321.2pp | 27572.26%-27558.3pp |
| Employer contribution / active EE | $15,668 | $1,889+729.4% | $3,786+313.8% | $2,032+671.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |