Filed December 30, 2022 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,486 | $56,110+27.4% | $94,993-24.7% | $70,126+1.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 24.91% | 51.02%-26.1pp | 27.14%-2.2pp | 73.15%-48.2pp |
| Employer contribution / active EE | $2,500 | $1,442+73.4% | $2,603-4.0% | $2,343+6.7% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $118 | $3,456-96.6% | $4,960-97.6% | $4,645-97.5% |