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 | $181,352 | $84,000+115.9% | $119,628+51.6% | $77,906+132.8% |
| Participation rate | 99.5% | 77.8%+21.7pp | 79.3%+20.2pp | 73.7%+25.8pp |
| Annual return | 0.31% | -11.59%+11.9pp | -14.98%+15.3pp | 12.16%-11.8pp |
| Employer contribution / active EE | $15,764 | $2,907+442.2% | $4,232+272.5% | $2,846+453.8% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,601-100.0% | $4,805-100.0% |
| Admin fee / account holder | $9 | $116-91.9% | $10,330-99.9% | $133-92.9% |