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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,651 | $120,450-84.5% | $159,495-88.3% | $93,010-79.9% |
| Participation rate | 93.6% | 78.0%+15.7pp | 82.8%+10.8pp | 73.9%+19.7pp |
| Annual return | 24.17% | 27.11%-2.9pp | 263.72%-239.5pp | 158.70%-134.5pp |
| Employer contribution / active EE | $390 | $3,526-88.9% | $4,831-91.9% | $2,705-85.6% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $137-100.0% | $10,804-100.0% | $152-100.0% |