Filed November 9, 2023
Total covered: 18 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,451 | $100,848-78.7% | $86,717-75.3% | $134,554-84.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.74% | 29.12%-30.9pp | 35.97%-37.7pp | 418.46%-420.2pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,657-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13 | $10,930-99.9% | $7,494-99.8% | $11,430-99.9% |