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 | $213,795 | $68,408+212.5% | $57,196+273.8% | $57,661+270.8% |
| Participation rate | 95.9% | 79.1%+16.8pp | 75.3%+20.6pp | 70.2%+25.7pp |
| Annual return | 5.92% | 8.51%-2.6pp | 14.59%-8.7pp | 5.13%+0.8pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |