Filed July 8, 2022 (most recent of 5 filings on file)
Total covered: 10 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,812 | $89,067+64.8% | $102,423+43.3% | $77,714+88.9% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 38.70% | 25.01%+13.7pp | 29.42%+9.3pp | 31.26%+7.4pp |
| Employer contribution / active EE | $13,906 | $2,699+415.1% | $3,023+360.0% | $2,727+410.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |