Filed April 1, 2021
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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 | $39,774 | $46,360-14.2% | $147,617-73.1% | $52,331-24.0% |
| Participation rate | 89.7% | 64.9%+24.7pp | 84.6%+5.0pp | 68.1%+21.6pp |
| Annual return | -0.26% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |