Filed November 2, 2022
Total covered: 34 employees
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,580 | $96,268-49.5% | $143,412-66.1% | $86,983-44.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 78.5%+21.5pp | 69.5%+30.5pp |
| Annual return | 45.73% | 25.47%+20.3pp | 256.99%-211.3pp | 25.83%+19.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,748-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,001-100.0% | $6,816-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $11,396-100.0% | $7,856-100.0% |