Filed November 17, 2021
Total covered: 44 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,015 | $54,245-22.5% | $93,727-55.2% | $77,762-46.0% |
| Participation rate | 98.2% | 63.9%+34.2pp | 68.7%+29.5pp | 70.6%+27.6pp |
| Annual return | 3.12% | 30.58%-27.5pp | 133.83%-130.7pp | 31.27%-28.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |