Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 9.75% | 35.98%-26.2pp | 10.75%-1.0pp | 15.63%-5.9pp |
| Employer contribution / active EE | $2,206 | $8,396-73.7% | $35,170-93.7% | $11,476-80.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |