Filed November 21, 2024 (most recent of 3 filings on file)
Total covered: 30 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $362,190-100.0% | $362,190-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 24.6%-24.6pp | 16.7%-16.7pp | 34.7%-34.7pp |
| Annual return | 1.48% | 61.62%-60.1pp | 51.06%-49.6pp | 12.28%-10.8pp |
| Employer contribution / active EE | $5,273 | $38,616-86.3% | $33,707-84.4% | $34,589-84.8% |
| Participant deferral / active EE | $0 | $203-100.0% | $191-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $47,656-100.0% |