Filed December 5, 2022
Total covered: 2 employees
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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 | $42,271 | $82,678-48.9% | $125,391-66.3% | $68,490-38.3% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | 4.55% | -5.97%+10.5pp | 572.41%-567.9pp | -7.85%+12.4pp |
| Employer contribution / active EE | $10,214 | $3,382+202.0% | $4,816+112.1% | $2,597+293.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |