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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,169 | $83,427-59.0% | $115,756-70.5% | $68,494-50.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 22.09% | -10.95%+33.0pp | 143.14%-121.1pp | -7.86%+29.9pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,708-100.0% | $8,124-100.0% | $5,403-100.0% |