Filed February 10, 2022
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,704 | $90,606-79.4% | $79,466-76.5% | $135,379-86.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.08% | 977.69%-984.8pp | 718.28%-725.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,161 | $3,068-29.6% | $2,800-22.8% | $4,779-54.8% |
| Participant deferral / active EE | $2,802 | $4,050-30.8% | $3,704-24.3% | $5,609-50.0% |
| Admin fee / account holder | $6 | $5,895-99.9% | $5,104-99.9% | $10,828-99.9% |