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 | $116,338 | $77,677+49.8% | $109,188+6.5% | $79,389+46.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 21.26% | 23.44%-2.2pp | 25.76%-4.5pp | 116.89%-95.6pp |
| Employer contribution / active EE | $4,977 | $2,798+77.9% | $3,723+33.7% | $2,428+105.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |