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 | $423,088 | $71,142+494.7% | $119,628+253.7% | $64,829+552.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | 18.35% | -10.01%+28.4pp | -14.98%+33.3pp | 32.85%-14.5pp |
| Employer contribution / active EE | $12,042 | $2,497+382.2% | $4,232+184.5% | $2,507+380.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |