Filed January 25, 2021 (most recent of 3 filings on file)
Total covered: 15 employees
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Annual investment return 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 | $14,500 | $88,874-83.7% | $123,553-88.3% | $75,289-80.7% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.3%+12.8pp | 72.4%+22.7pp |
| Annual return | -28.35% | 4.22%-32.6pp | 119.21%-147.6pp | -0.04%-28.3pp |
| Employer contribution / active EE | $676 | $3,256-79.2% | $4,628-85.4% | $2,405-71.9% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-99.9% | $9,284-100.0% | $102-99.9% |