Filed August 19, 2021 (most recent of 5 filings on file)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $22,621 | $55,002-58.9% | $59,899-62.2% | $56,289-59.8% |
| Participation rate | 98.4% | 75.9%+22.5pp | 74.7%+23.8pp | 69.9%+28.6pp |
| Annual return | -0.63% | 1.13%-1.8pp | 3.46%-4.1pp | -9.96%+9.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,403-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |