Filed May 5, 2022 (most recent of 3 filings on file)
Total covered: 57 employees
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Employer contribution per participant 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 | $28,025 | $140,592-80.1% | $123,105-77.2% | $125,389-77.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -0.66% | 16.80%-17.5pp | 13.22%-13.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,012 | $6,041-83.2% | $5,151-80.3% | $4,866-79.2% |
| Participant deferral / active EE | $3,250 | $6,980-53.4% | $6,229-47.8% | $5,352-39.3% |
| Admin fee / account holder | $84 | $11,198-99.3% | $9,014-99.1% | $9,541-99.1% |