Filed January 12, 2024
Total covered: 6 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,970 | $217,432-86.2% | $185,849-83.9% | $167,536-82.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 70.69% | 148.42%-77.7pp | 122.10%-51.4pp | 478.82%-408.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $18,125 | $6,357+185.1% | $5,569+225.5% | $6,342+185.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |