Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,408 | $80,781-61.1% | $102,437-69.3% | $74,478-57.8% |
| Participation rate | 93.3% | 65.7%+27.6pp | 74.5%+18.8pp | 67.2%+26.1pp |
| Annual return | 42.75% | 27.58%+15.2pp | 24.95%+17.8pp | 1370.56%-1327.8pp |
| Employer contribution / active EE | $4,632 | $3,160+46.6% | $3,871+19.7% | $2,626+76.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |