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 | $10,889 | $39,859-72.7% | $78,676-86.2% | $57,658-81.1% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 5.96% | 18.96%-13.0pp | 62.19%-56.2pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,183 | $1,786-33.8% | $2,850-58.5% | $1,974-40.1% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |