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 | $6,300 | $204,517-96.9% | $69,480-90.9% | $77,775-91.9% |
| Participation rate | 99.5% | 74.6%+24.9pp | 74.6%+24.9pp | 73.2%+26.3pp |
| Annual return | 19.68% | 22.10%-2.4pp | 28.99%-9.3pp | 32.58%-12.9pp |
| Employer contribution / active EE | $590 | $3,548-83.4% | $2,780-78.8% | $2,504-76.4% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $3,840-100.0% | $100-100.0% |