Filed January 6, 2021
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.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $95,044-100.0% | $765,066-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 8.4%-8.4pp |
| Annual return | 3.46% | 9.54%-6.1pp | 8.31%-4.8pp | 18.35%-14.9pp |
| Employer contribution / active EE | $7,246 | $16,612-56.4% | $21,002-65.5% | $14,669-50.6% |
| Participant deferral / active EE | $0 | $348-100.0% | $224-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $724-100.0% | $9,141-100.0% |