Filed October 19, 2021 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,960 | $54,573-89.1% | $90,970-93.4% | $73,497-91.9% |
| Participation rate | 94.2% | 61.2%+33.0pp | 69.0%+25.2pp | 70.7%+23.5pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.60%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $5,612 | $991+466.1% | $2,122+164.5% | $2,270+147.2% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |