Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -2.67% | -2.89%+0.2pp | -102.04%+99.4pp | 10.56%-13.2pp |
| Employer contribution / active EE | $9,500 | $14,715-35.4% | $36,232-73.8% | $13,643-30.4% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |