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 | $36,924 | $68,408-46.0% | $57,196-35.4% | $57,658-36.0% |
| Participation rate | 92.7% | 79.1%+13.5pp | 75.3%+17.3pp | 70.2%+22.4pp |
| Annual return | 6.99% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $207 | $2,869-92.8% | $2,683-92.3% | $1,974-89.5% |
| Participant deferral / active EE | $1,693 | $2,903-41.7% | $3,096-45.3% | $3,061-44.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |