Filed November 2, 2022
Total covered: 34 employees
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,077 | $90,745-65.8% | $130,298-76.1% | $75,184-58.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | -12.34% | 34.45%-46.8pp | 38.90%-51.2pp | 160.78%-173.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,128-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,790-100.0% | $4,127-100.0% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,025-100.0% | $5,652-100.0% |