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 | $96,296 | $72,273+33.2% | $101,275-4.9% | $79,856+20.6% |
| Participation rate | 96.9% | 68.5%+28.5pp | 75.8%+21.1pp | 69.6%+27.3pp |
| Annual return | 51.71% | 22.30%+29.4pp | 46.48%+5.2pp | 31.71%+20.0pp |
| Employer contribution / active EE | $5,155 | $2,691+91.6% | $3,660+40.9% | $2,471+108.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |