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 | $48,580 | $99,971-51.4% | $161,596-69.9% | $94,015-48.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 80.7%+19.3pp | 70.8%+29.2pp |
| Annual return | 45.73% | 15.93%+29.8pp | 389.92%-344.2pp | 17.84%+27.9pp |
| Employer contribution / active EE | $0 | $3,559-100.0% | $3,977-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $6,320-100.0% | $6,750-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $6,999-100.0% | $13,161-100.0% | $8,951-100.0% |