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 | $101,302-52.0% | $149,600-67.5% | $82,637-41.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | 45.73% | 21.39%+24.3pp | 129.59%-83.9pp | 53.51%-7.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $7,203-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $13,963-100.0% | $7,339-100.0% |