Filed January 12, 2022
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,699 | $138,076-40.8% | $123,553-33.9% | $135,380-39.7% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -6.49% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $953 | $5,152-81.5% | $4,628-79.4% | $4,779-80.1% |
| Participant deferral / active EE | $4,649 | $6,800-31.6% | $6,426-27.7% | $5,609-17.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |