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 | $162,141 | $81,487+99.0% | $102,412+58.3% | $80,935+100.3% |
| Participation rate | 98.8% | 66.8%+32.0pp | 74.5%+24.3pp | 67.7%+31.2pp |
| Annual return | 19.44% | 25.60%-6.2pp | 24.94%-5.5pp | 35.66%-16.2pp |
| Employer contribution / active EE | $7,494 | $3,103+141.5% | $3,870+93.6% | $2,757+171.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |