Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 14.08% | 9.71%+4.4pp | 32.33%-18.3pp | 9.11%+5.0pp |
| Employer contribution / active EE | $4,167 | $7,317-43.1% | $33,964-87.7% | $12,231-65.9% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |