Filed January 19, 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 | $10,267 | $38,925-73.6% | $73,836-86.1% | $55,191-81.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.27% | 6.31%-6.0pp | 2268.06%-2267.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,394 | $1,695-17.8% | $2,787-50.0% | $1,899-26.6% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |