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 | $166,603 | $85,144+95.7% | $130,070+28.1% | $80,187+107.8% |
| Participation rate | 99.6% | 79.5%+20.0pp | 78.5%+21.1pp | 72.9%+26.6pp |
| Annual return | 20.78% | 23.78%-3.0pp | -137.40%+158.2pp | 40.40%-19.6pp |
| Employer contribution / active EE | $3,232 | $3,059+5.7% | $4,322-25.2% | $2,980+8.5% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $8 | $392-98.0% | $10,600-99.9% | $145-94.5% |