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 | $209,203 | $86,225+142.6% | $146,649+42.7% | $86,828+140.9% |
| Participation rate | 99.2% | 78.0%+21.2pp | 80.1%+19.1pp | 72.3%+26.9pp |
| Annual return | 70.69% | 31.23%+39.5pp | 22.75%+47.9pp | 97.95%-27.3pp |
| Employer contribution / active EE | $7,152 | $2,392+199.0% | $4,137+72.9% | $2,406+197.2% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $32 | $195-83.4% | $10,281-99.7% | $170-80.8% |