Filed August 8, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $71,226 | $45,041+58.1% | $63,003+13.1% | $70,131+1.6% |
| Participation rate | 82.1% | 69.5%+12.6pp | 74.8%+7.3pp | 69.5%+12.6pp |
| Annual return | 11.91% | 18.76%-6.8pp | 87.59%-75.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,301 | $2,052+60.9% | $2,760+19.6% | $2,342+40.9% |
| Participant deferral / active EE | $5,386 | $2,465+118.5% | $3,329+61.8% | $3,332+61.6% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |