Filed November 21, 2024 (most recent of 3 filings on file)
Total covered: 30 employees
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,695 | $100,060-46.3% | $149,721-64.1% | $70,126-23.4% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 48.72% | 27.46%+21.3pp | 1501.67%-1452.9pp | 73.15%-24.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |