Filed August 9, 2023
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,554 | $42,910-66.1% | $60,919-76.1% | $68,490-78.7% |
| Participation rate | 87.0% | 66.8%+20.2pp | 73.1%+13.9pp | 67.9%+19.1pp |
| Annual return | -11.73% | -13.99%+2.3pp | 16.96%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $1,185 | $1,978-40.1% | $2,704-56.2% | $2,597-54.4% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $258 | $3,104-91.7% | $3,228-92.0% | $5,403-95.2% |