Filed March 31, 2023
Total covered: 7 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51 | $55,902-99.9% | $76,030-99.9% | $80,959-99.9% |
| Participation rate | 93.8% | 62.1%+31.8pp | 69.1%+24.8pp | 67.7%+26.2pp |
| Annual return | -1151.68% | 20.59%-1172.3pp | 361.54%-1513.2pp | 35.67%-1187.3pp |
| Employer contribution / active EE | $21,119 | $1,867+1031.3% | $2,688+685.8% | $2,757+666.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | -$475 | $5,239-109.1% | $6,421-107.4% | $6,925-106.9% |