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 | $104,340 | $99,201+5.2% | $96,544+8.1% | $74,473+40.1% |
| Participation rate | 99.0% | 80.7%+18.3pp | 76.0%+23.0pp | 70.7%+28.3pp |
| Annual return | 124.89% | 22.40%+102.5pp | 25.88%+99.0pp | 34.36%+90.5pp |
| Employer contribution / active EE | $18,033 | $2,570+601.6% | $2,966+507.9% | $2,638+583.5% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |