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 | $136,188 | $208,526-34.7% | $96,538+41.1% | - |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.3%+25.7pp | - |
| Annual return | 19.85% | 18.23%+1.6pp | 35.74%-15.9pp | - |
| Employer contribution / active EE | $5,432 | $2,182+148.9% | $3,740+45.2% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $0 | $13,060-100.0% | $6,737-100.0% | - |