Filed December 7, 2020 (most recent of 2 filings on file)
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,046 | $53,901+0.3% | $134,162-59.7% | $73,493-26.5% |
| Participation rate | 90.6% | 62.8%+27.8pp | 72.2%+18.4pp | 70.7%+19.9pp |
| Annual return | 9.94% | 15.82%-5.9pp | 36.35%-26.4pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,535 | $1,458+5.2% | $3,705-58.6% | $2,270-32.4% |
| Participant deferral / active EE | $3,196 | $2,739+16.7% | $3,500-8.7% | $3,740-14.6% |
| Admin fee / account holder | $26 | $581-95.5% | $6,685-99.6% | $513-94.9% |