Filed March 1, 2019
Total covered: 3 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 | $114,538 | $74,552+53.6% | $63,018+81.8% | $69,631+64.5% |
| Participation rate | 94.8% | 78.3%+16.5pp | 74.8%+20.0pp | 70.7%+24.1pp |
| Annual return | 13.63% | 15.77%-2.1pp | 87.62%-74.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,988 | $2,929-32.1% | $2,761-28.0% | $2,032-2.2% |
| Participant deferral / active EE | $2,693 | $2,974-9.5% | $3,330-19.1% | $3,224-16.5% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |