Filed December 5, 2022
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,343 | $105,210-58.8% | $159,487-72.8% | $85,851-49.5% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 5.51% | 45.08%-39.6pp | 263.71%-258.2pp | 318.63%-313.1pp |
| Employer contribution / active EE | $9,655 | $3,319+190.9% | $4,831+99.8% | $2,565+276.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3 | $6,934-100.0% | $10,804-100.0% | $6,261-99.9% |