Filed February 16, 2021 (most recent of 5 filings on file)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 13.18% | 33.11%-19.9pp | 8.46%+4.7pp | 33.11%-19.9pp |
| Employer contribution / active EE | $6,676 | $9,000-25.8% | $25,175-73.5% | $9,000-25.8% |
| Participant deferral / active EE | $0 | $680-100.0% | $181-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |