Filed November 17, 2021
Total covered: 44 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,244 | $39,245-12.7% | $64,105-46.6% | $52,331-34.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 2.93% | 14.79%-11.9pp | 791.24%-788.3pp | 4.54%-1.6pp |
| Employer contribution / active EE | $835 | $736+13.4% | $1,820-54.1% | $1,882-55.6% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |