Filed July 22, 2021
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Employer contribution per participant 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 | $38,311 | $67,166-43.0% | $57,356-33.2% | $55,191-30.6% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 69.2%+20.8pp |
| Annual return | 3.47% | 4.22%-0.7pp | 24.41%-20.9pp | 10.78%-7.3pp |
| Employer contribution / active EE | $1 | $2,812-100.0% | $2,689-100.0% | $1,899-99.9% |
| Participant deferral / active EE | $1,707 | $2,835-39.8% | $3,162-46.0% | $3,046-44.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |