Filed January 25, 2021 (most recent of 3 filings on file)
Total covered: 15 employees
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Employer 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 | $15,901 | $101,523-84.3% | $141,200-88.7% | $77,775-79.6% |
| Participation rate | 98.5% | 77.4%+21.1pp | 82.5%+16.0pp | 73.2%+25.3pp |
| Annual return | 26.37% | 56.22%-29.9pp | 71.41%-45.0pp | 32.58%-6.2pp |
| Employer contribution / active EE | $477 | $3,341-85.7% | $4,736-89.9% | $2,504-81.0% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-99.9% | $10,265-100.0% | $100-99.9% |