Filed January 11, 2023 (most recent of 4 filings on file)
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,395 | $69,774+230.2% | $67,575+240.9% | $74,459+209.4% |
| Participation rate | 90.0% | 71.4%+18.6pp | 72.9%+17.1pp | 67.2%+22.8pp |
| Annual return | 6.46% | -40.53%+47.0pp | 3528.98%-3522.5pp | 1369.70%-1363.2pp |
| Employer contribution / active EE | $4,206 | $2,710+55.2% | $2,736+53.7% | $2,626+60.2% |
| Participant deferral / active EE | $3,085 | $3,636-15.2% | $4,003-23.0% | $4,350-29.1% |
| Admin fee / account holder | $3 | $890-99.7% | $3,993-99.9% | $1,945-99.9% |