Filed July 21, 2021
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,388 | $52,293+15.5% | $178,499-66.2% | $73,412-17.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 1.21% | 34.75%-33.5pp | 151.10%-149.9pp | 59.30%-58.1pp |
| Employer contribution / active EE | $7,863 | $1,735+353.1% | $5,011+56.9% | $2,234+252.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $7 | $127-94.3% | $13,986-99.9% | $158-95.4% |