Filed April 29, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,640 | $176,471-53.2% | $95,960-13.9% | $90,274-8.5% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 5.22% | 20.15%-14.9pp | 91.63%-86.4pp | 53.97%-48.8pp |
| Employer contribution / active EE | $0 | $2,783-100.0% | $2,541-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,797-100.0% | $114-100.0% |