Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 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 | $31,408 | $80,731-61.1% | $103,374-69.6% | $74,546-57.9% |
| Participation rate | 93.3% | 65.7%+27.6pp | 74.5%+18.8pp | 67.2%+26.1pp |
| Annual return | 42.75% | 27.56%+15.2pp | 24.89%+17.9pp | 1366.03%-1323.3pp |
| Employer contribution / active EE | $4,632 | $3,158+46.7% | $3,869+19.7% | $2,624+76.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |