Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,401 | $138,393-67.2% | $184,256-75.4% | $80,959-43.9% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.7%+30.2pp |
| Annual return | 14.12% | 20.01%-5.9pp | 28.85%-14.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,861 | $4,847-61.6% | $6,427-71.0% | $2,757-32.5% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |