Filed August 25, 2022 (most recent of 9 filings on file)
Total covered: 115 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 | $0 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 0.0%0pp |
| Annual return | 8.62% | 7.97%+0.6pp | 64.23%-55.6pp | 7.97%+0.6pp |
| Employer contribution / active EE | $0 | $10,068-100.0% | $31,311-100.0% | $10,068-100.0% |
| Participant deferral / active EE | $0 | $613-100.0% | $251-100.0% | $613-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |