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 | $29,192 | $50,464-42.2% | $75,784-61.5% | $52,331-44.2% |
| Participation rate | 98.1% | 66.8%+31.3pp | 75.8%+22.3pp | 68.1%+30.0pp |
| Annual return | -1.44% | 1.03%-2.5pp | 9.68%-11.1pp | 4.54%-6.0pp |
| Employer contribution / active EE | $2,833 | $1,988+42.5% | $3,323-14.8% | $1,882+50.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |