Filed July 10, 2024 (most recent of 2 filings on file)
Total covered: 7 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $319,986-100.0% | $454,052-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 35.8%-35.8pp | 18.4%-18.4pp | 37.6%-37.6pp |
| Annual return | 21.27% | 7.47%+13.8pp | 8.95%+12.3pp | 9.30%+12.0pp |
| Employer contribution / active EE | $2,875 | $54,901-94.8% | $46,559-93.8% | $43,748-93.4% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |