Filed August 19, 2021 (most recent of 5 filings on file)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,257 | $85,199-95.0% | $57,196-92.6% | $63,975-93.3% |
| Participation rate | 99.4% | 74.0%+25.4pp | 75.3%+24.1pp | 71.1%+28.3pp |
| Annual return | 7.42% | 10.43%-3.0pp | 14.59%-7.2pp | 48.65%-41.2pp |
| Employer contribution / active EE | $598 | $3,446-82.7% | $2,683-77.7% | $2,182-72.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,141-100.0% | $70-100.0% |