Filed October 18, 2022 (most recent of 19 filings on file)
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 | $0 | $0 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | 5.99% | 7.72%-1.7pp | 3.87%+2.1pp | 7.72%-1.7pp |
| Employer contribution / active EE | $5,063 | $10,549-52.0% | $28,590-82.3% | $10,549-52.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $13-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |