Filed August 8, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,015 | $39,125+114.7% | $57,183+46.9% | $62,881+33.6% |
| Participation rate | 73.2% | 70.5%+2.7pp | 75.3%-2.2pp | 69.3%+3.9pp |
| Annual return | 11.29% | 9.24%+2.1pp | 14.59%-3.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $3,616 | $1,874+93.0% | $2,682+34.8% | $2,281+58.5% |
| Participant deferral / active EE | $6,054 | $2,374+155.0% | $3,096+95.6% | $3,203+89.0% |
| Admin fee / account holder | $0 | $2,593-100.0% | $3,139-100.0% | $4,296-100.0% |