Filed December 8, 2021
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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 | $9,201 | $46,173-80.1% | $170,439-94.6% | $69,631-86.8% |
| Participation rate | 98.1% | 63.9%+34.2pp | 83.6%+14.5pp | 70.7%+27.4pp |
| Annual return | 13.13% | 21.62%-8.5pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $912 | $1,610-43.3% | $5,433-83.2% | $2,032-55.1% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |