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 | $223,823-66.6% | $211,142-64.6% | $154,746-51.7% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 15.94% | 50.39%-34.5pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $6,731 | $6,787-0.8% | $6,442+4.5% | $4,379+53.7% |
| Participant deferral / active EE | $728 | $9,750-92.5% | $9,284-92.2% | $6,730-89.2% |
| Admin fee / account holder | $256 | $19,707-98.7% | $19,076-98.7% | $14,365-98.2% |