Filed November 29, 2022
Total covered: 10 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.9%-55.9pp |
| Annual return | 2.60% | 9.19%-6.6pp | 9.36%-6.8pp | 24.44%-21.8pp |
| Employer contribution / active EE | $4,308 | $35,866-88.0% | $31,270-86.2% | $41,344-89.6% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |