Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 9.37% | 9.55%-0.2pp | 10.16%-0.8pp | 10.41%-1.0pp |
| Employer contribution / active EE | $89,041 | $14,371+519.6% | $33,192+168.3% | $14,691+506.1% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |