Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,776 | $62,267+79.5% | $110,243+1.4% | $55,727+100.6% |
| Participation rate | 99.1% | 78.1%+21.0pp | 79.8%+19.3pp | 70.9%+28.2pp |
| Annual return | 59.83% | -1.07%+60.9pp | 314.76%-254.9pp | 244.94%-185.1pp |
| Employer contribution / active EE | $16,033 | $1,941+725.8% | $3,827+319.0% | $2,078+671.5% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $6 | $121-95.1% | $8,548-99.9% | $115-94.8% |