Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,364 | $70,667-93.8% | $123,105-96.5% | $52,331-91.7% |
| Participation rate | 89.0% | 83.7%+5.3pp | 86.8%+2.2pp | 68.1%+20.9pp |
| Annual return | -1.68% | 6.23%-7.9pp | 13.22%-14.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,365 | $2,946-53.7% | $5,151-73.5% | $1,882-27.5% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $134 | $506-73.5% | $9,014-98.5% | $592-77.3% |