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 | $115,660 | $64,729+78.7% | $112,263+3.0% | $68,490+68.9% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.8pp | 67.9%+31.0pp |
| Annual return | 0.26% | -11.40%+11.7pp | 27.49%-27.2pp | -7.85%+8.1pp |
| Employer contribution / active EE | $5,478 | $2,746+99.5% | $3,636+50.7% | $2,597+111.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |