Filed November 2, 2022
Total covered: 34 employees
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,400 | $102,065-69.2% | $453,569-93.1% | $85,852-63.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 30.24% | 25.44%+4.8pp | 64.43%-34.2pp | 318.66%-288.4pp |
| Employer contribution / active EE | $0 | $2,852-100.0% | $4,072-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,717-100.0% | $11,214-100.0% | $6,261-100.0% |