Filed February 28, 2023
Total covered: 6 employees
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,387 | $55,002+20.7% | $59,887+10.9% | $56,287+17.9% |
| Participation rate | 73.5% | 75.9%-2.4pp | 74.7%-1.2pp | 69.9%+3.6pp |
| Annual return | -4.55% | 1.13%-5.7pp | 3.46%-8.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,101 | $2,448+26.7% | $2,722+13.9% | $2,111+46.9% |
| Participant deferral / active EE | $2,821 | $3,121-9.6% | $3,402-17.1% | $3,350-15.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |