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 | $48,580 | $107,079-54.6% | $151,266-67.9% | $87,485-44.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 77.0%+23.0pp | 68.9%+31.1pp |
| Annual return | 45.73% | 22.17%+23.6pp | 180.60%-134.9pp | 26.06%+19.7pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $5,789-100.0% | $7,337-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,059-100.0% | $13,159-100.0% | $7,775-100.0% |