Filed January 25, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,920 | $51,769-57.7% | $57,349-61.8% | $52,331-58.1% |
| Participation rate | 81.1% | 75.2%+5.9pp | 75.1%+6.0pp | 68.1%+13.0pp |
| Annual return | 0.01% | 2.43%-2.4pp | 24.40%-24.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,290 | $2,794+17.8% | $3,162+4.0% | $3,022+8.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |