Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,890 | $63,346-7.0% | $92,240-36.2% | $70,126-16.0% |
| Participation rate | 98.9% | 68.7%+30.2pp | 76.5%+22.4pp | 69.5%+29.4pp |
| Annual return | 12.54% | 530.19%-517.7pp | 176.29%-163.8pp | 73.15%-60.6pp |
| Employer contribution / active EE | $10,466 | $2,471+323.5% | $3,680+184.4% | $2,343+346.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |