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 | $56,060-99.9% | $76,002-99.9% | $80,874-99.9% |
| Participation rate | 93.8% | 62.0%+31.8pp | 69.1%+24.8pp | 67.6%+26.2pp |
| Annual return | -1151.68% | 20.54%-1172.2pp | 360.07%-1511.7pp | 35.62%-1187.3pp |
| Employer contribution / active EE | $21,119 | $1,873+1027.3% | $2,688+685.6% | $2,756+666.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | -$475 | $5,237-109.1% | $6,414-107.4% | $6,935-106.8% |