Filed February 1, 2023
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,749 | $227,291-67.1% | $214,702-65.2% | $155,188-51.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 15.94% | 60.08%-44.1pp | 54.55%-38.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $6,731 | $6,772-0.6% | $6,461+4.2% | $4,248+58.5% |
| Participant deferral / active EE | $728 | $9,582-92.4% | $9,147-92.0% | $6,531-88.8% |
| Admin fee / account holder | $256 | $20,413-98.7% | $19,830-98.7% | $14,480-98.2% |