Filed March 31, 2021
Total covered: 12 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 10.4%-10.4pp |
| Annual return | 11.48% | 9.12%+2.4pp | 78.99%-67.5pp | 9.31%+2.2pp |
| Employer contribution / active EE | $10,903 | $6,627+64.5% | $29,717-63.3% | $13,179-17.3% |
| Participant deferral / active EE | $0 | $58-100.0% | $224-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |