Filed December 19, 2023 (most recent of 4 filings on file)
Total covered: 4 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,812 | $72,303-87.8% | $86,698-89.8% | $64,819-86.4% |
| Participation rate | 99.7% | 80.4%+19.3pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | -85.13% | 392.77%-477.9pp | 35.95%-121.1pp | 32.84%-118.0pp |
| Employer contribution / active EE | $8,160 | $2,393+241.0% | $2,837+187.7% | $2,507+225.5% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |