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 | $223,848 | $70,083+219.4% | $59,899+273.7% | $55,727+301.7% |
| Participation rate | 94.4% | 78.4%+16.0pp | 74.7%+19.7pp | 70.9%+23.6pp |
| Annual return | -1.89% | 3.13%-5.0pp | 3.46%-5.4pp | 244.94%-246.8pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,403-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |