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 | $42,604 | $72,303-41.1% | $86,698-50.9% | $64,824-34.3% |
| Participation rate | 98.3% | 80.4%+17.9pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | 400.13% | 392.77%+7.4pp | 35.96%+364.2pp | 32.84%+367.3pp |
| Employer contribution / active EE | $8,691 | $2,393+263.2% | $2,837+206.4% | $2,507+246.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |