Filed April 12, 2023
Total covered: 10 employees
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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 | $15,407 | $39,132-60.6% | $57,196-73.1% | $62,881-75.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.55% | 9.24%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,852 | $1,874-1.2% | $2,683-31.0% | $2,281-18.8% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $204 | $2,594-92.1% | $3,141-93.5% | $4,296-95.2% |