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 | $490,505 | $89,435+448.4% | $164,975+197.3% | $77,714+531.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 25.33% | 28.82%-3.5pp | 70.12%-44.8pp | 31.26%-5.9pp |
| Employer contribution / active EE | $10,748 | $2,563+319.4% | $4,343+147.5% | $2,727+294.2% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |