Filed January 19, 2021
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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 | $12,410 | $54,237-77.1% | $90,304-86.3% | $67,579-81.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 16.36% | 37.27%-20.9pp | 78.13%-61.8pp | 378.56%-362.2pp |
| Employer contribution / active EE | $1,156 | $1,846-37.4% | $2,855-59.5% | $2,148-46.2% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,354-100.0% | $142-100.0% |