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 | $84,784 | $57,096+48.5% | $94,229-10.0% | $55,191+53.6% |
| Participation rate | 99.1% | 75.7%+23.4pp | 78.8%+20.3pp | 69.2%+29.9pp |
| Annual return | 22.18% | 159.65%-137.5pp | 10.68%+11.5pp | 10.78%+11.4pp |
| Employer contribution / active EE | $4,338 | $1,708+154.0% | $3,587+20.9% | $1,899+128.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $46 | $89-48.7% | $6,269-99.3% | $91-49.6% |