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 | $89,670+105.3% | $173,730+6.0% | $89,670+105.3% |
| Participation rate | 99.6% | 71.2%+28.5pp | 79.6%+20.0pp | 71.2%+28.5pp |
| Annual return | 16.56% | 19.66%-3.1pp | 19.96%-3.4pp | 19.66%-3.1pp |
| Employer contribution / active EE | $17,548 | $4,041+334.2% | $4,577+283.4% | $4,041+334.2% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $6,326-100.0% | $3,962-100.0% |
| Admin fee / account holder | $7 | $352-98.0% | $17,523-100.0% | $352-98.0% |