Filed February 20, 2024
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,639-100.0% | $90,766-100.0% | $66,949-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 75.7%-75.7pp | 69.8%-69.8pp |
| Annual return | 46.13% | -12.28%+58.4pp | -12.16%+58.3pp | 1.57%+44.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |