Filed October 11, 2023
Total covered: 60 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,381 | $84,482-3.7% | $125,363-35.1% | $66,930+21.6% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.7pp | 69.8%+22.3pp |
| Annual return | 20.83% | -8.49%+29.3pp | 572.15%-551.3pp | 1.57%+19.3pp |
| Employer contribution / active EE | $2,768 | $3,553-22.1% | $4,815-42.5% | $2,545+8.8% |
| Participant deferral / active EE | $5,072 | $6,782-25.2% | $7,447-31.9% | $4,238+19.7% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |