Filed February 21, 2023
Total covered: 31 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,381 | $76,696-29.1% | $96,515-43.7% | $71,511-24.0% |
| Participation rate | 94.2% | 66.6%+27.7pp | 74.3%+19.9pp | 67.9%+26.3pp |
| Annual return | 99.56% | 48.32%+51.2pp | 35.73%+63.8pp | 28.86%+70.7pp |
| Employer contribution / active EE | $26,576 | $3,032+776.7% | $3,740+610.7% | $2,589+926.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |