Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,430 | $63,114+6.8% | $92,915-27.4% | $65,186+3.4% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | 13.99% | 28.75%-14.8pp | 109.45%-95.5pp | 29.39%-15.4pp |
| Employer contribution / active EE | $2,732 | $2,571+6.3% | $3,653-25.2% | $2,177+25.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |