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 | $41,441 | $74,552-44.4% | $63,018-34.2% | $69,631-40.5% |
| Participation rate | 93.0% | 78.3%+14.7pp | 74.8%+18.2pp | 70.7%+22.3pp |
| Annual return | 16.45% | 15.77%+0.7pp | 87.62%-71.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $411 | $2,929-86.0% | $2,761-85.1% | $2,032-79.8% |
| Participant deferral / active EE | $1,695 | $2,974-43.0% | $3,330-49.1% | $3,224-47.4% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |