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 | $5,145 | $92,091-94.4% | $63,018-91.8% | $77,958-93.4% |
| Participation rate | 99.2% | 74.5%+24.8pp | 74.8%+24.4pp | 71.6%+27.6pp |
| Annual return | 15.35% | 16.23%-0.9pp | 87.63%-72.3pp | 20.87%-5.5pp |
| Employer contribution / active EE | $571 | $3,424-83.3% | $2,761-79.3% | $2,310-75.3% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,330-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |