Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,114 | $136,471+34.9% | $161,149+14.3% | $100,573+83.1% |
| Participation rate | 99.6% | 79.3%+20.4pp | 78.8%+20.8pp | 70.9%+28.7pp |
| Annual return | 16.56% | 17.32%-0.8pp | 21.16%-4.6pp | 18.89%-2.3pp |
| Employer contribution / active EE | $17,548 | $4,699+273.5% | $4,360+302.5% | $3,763+366.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $6,153-100.0% | $4,921-100.0% |
| Admin fee / account holder | $7 | $120-94.0% | $15,194-100.0% | $454-98.4% |