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 | $214,872 | $67,166+219.9% | $57,357+274.6% | $55,191+289.3% |
| Participation rate | 90.1% | 77.7%+12.4pp | 75.1%+15.0pp | 69.2%+21.0pp |
| Annual return | 1.96% | 4.22%-2.3pp | 24.41%-22.5pp | 10.78%-8.8pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |