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 | $34,578 | $96,137-64.0% | $135,987-74.6% | $80,911-57.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.6%+32.4pp |
| Annual return | 16.75% | 28.70%-12.0pp | 579.77%-563.0pp | 35.63%-18.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,214-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,236-100.0% | $6,716-100.0% | $6,935-100.0% |