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 | $50,808 | $56,894-10.7% | $84,753-40.1% | $62,881-19.2% |
| Participation rate | 98.9% | 68.5%+30.3pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 11.02% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.1pp |
| Employer contribution / active EE | $10,333 | $2,400+330.6% | $3,574+189.1% | $2,281+353.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |