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 | $69,276 | $57,350+20.8% | $83,849-17.4% | $64,186+7.9% |
| Participation rate | 98.9% | 68.6%+30.2pp | 76.1%+22.7pp | 69.6%+29.3pp |
| Annual return | 5.80% | 11.38%-5.6pp | 850.91%-845.1pp | 7.63%-1.8pp |
| Employer contribution / active EE | $9,310 | $2,545+265.8% | $3,631+156.4% | $2,381+291.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |