Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,289 | $52,678-19.7% | $75,784-44.2% | $59,633-29.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.41% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $4,106 | $2,193+87.2% | $3,323+23.6% | $2,203+86.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |