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 | $133,499 | $78,419+70.2% | $133,982-0.4% | $73,415+81.8% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.9pp |
| Annual return | 33.25% | 33.35%-0.1pp | 45.10%-11.8pp | 59.30%-26.0pp |
| Employer contribution / active EE | $6,017 | $2,044+194.4% | $3,919+53.5% | $2,234+169.4% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $33 | $161-79.8% | $8,930-99.6% | $158-79.3% |