Filed May 17, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,712 | $184,000-72.4% | $162,185-68.7% | $152,909-66.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.17% | 150.80%-136.6pp | 115.61%-101.4pp | 345.46%-331.3pp |
| Employer contribution / active EE | $6,065 | $6,370-4.8% | $5,613+8.0% | $4,764+27.3% |
| Participant deferral / active EE | $947 | $8,033-88.2% | $7,297-87.0% | $5,851-83.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |