Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,064-100.0% | $67,652-100.0% | $69,651-100.0% |
| Participation rate | 81.0% | 86.0%-5.0pp | 75.7%+5.3pp | 66.6%+14.4pp |
| Annual return | -152.66% | 2.77%-155.4pp | 6625.40%-6778.1pp | 53.77%-206.4pp |
| Employer contribution / active EE | $4,694 | $3,328+41.0% | $2,266+107.2% | $2,241+109.5% |
| Participant deferral / active EE | $0 | $6,396-100.0% | $3,560-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |