Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,461 | $70,587+150.0% | $124,694+41.5% | $85,851+105.5% |
| Participation rate | 97.8% | 64.4%+33.4pp | 74.6%+23.2pp | 69.3%+28.5pp |
| Annual return | 9.65% | 20688.83%-20679.2pp | 5144.82%-5135.2pp | 318.63%-309.0pp |
| Employer contribution / active EE | $24,156 | $1,913+1162.4% | $3,325+626.6% | $2,565+841.6% |
| Participant deferral / active EE | $11,456 | $2,969+285.9% | $4,615+148.2% | $3,952+189.9% |
| Admin fee / account holder | $83 | $5,282-98.4% | $7,495-98.9% | $6,261-98.7% |