Filed December 5, 2022
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,164 | $102,429-58.8% | $147,096-71.3% | $80,925-47.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -11.87% | 135.02%-146.9pp | 419.75%-431.6pp | 35.65%-47.5pp |
| Employer contribution / active EE | $9,886 | $3,716+166.1% | $4,936+100.3% | $2,756+258.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $31 | $7,957-99.6% | $13,005-99.8% | $6,940-99.5% |