Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,064 | $138,393-93.5% | $184,256-95.1% | $80,959-88.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.7%+13.6pp |
| Annual return | 39.07% | 20.01%+19.1pp | 28.85%+10.2pp | 35.67%+3.4pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $175 | $10,489-98.3% | $13,899-98.7% | $6,925-97.5% |