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 | $71,438 | $71,666-0.3% | $117,861-39.4% | $69,634+2.6% |
| Participation rate | 99.7% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+29.0pp |
| Annual return | 18.25% | 18.86%-0.6pp | 335.11%-316.9pp | 27572.26%-27554.0pp |
| Employer contribution / active EE | $1,887 | $1,889-0.1% | $3,786-50.2% | $2,032-7.2% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $28 | $120-76.8% | $8,021-99.7% | $110-74.7% |