Filed December 19, 2023 (most recent of 4 filings on file)
Total covered: 4 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,908 | $185,342-94.7% | $111,308-91.1% | $86,821-88.6% |
| Participation rate | 99.1% | 81.0%+18.1pp | 77.3%+21.7pp | 72.3%+26.8pp |
| Annual return | 0.00% | 500.80%-500.8pp | 54.67%-54.7pp | 97.94%-97.9pp |
| Employer contribution / active EE | $7,950 | $2,246+253.9% | $2,732+191.0% | $2,406+230.4% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,965-100.0% | $170-100.0% |