Filed February 27, 2023 (most recent of 5 filings on file)
Total covered: 4 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,876 | $39,132+229.3% | $57,196+125.3% | $62,881+105.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.36% | 9.24%-7.9pp | 14.59%-13.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $8,933 | $1,874+376.7% | $2,683+232.9% | $2,281+291.6% |
| Participant deferral / active EE | $1,140 | $2,374-52.0% | $3,096-63.2% | $3,203-64.4% |
| Admin fee / account holder | $16 | $2,594-99.4% | $3,141-99.5% | $4,296-99.6% |