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 | $7,126 | $100,060-92.9% | $149,721-95.2% | $70,126-89.8% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 12.77% | 27.46%-14.7pp | 1501.67%-1488.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,740 | $3,661-52.5% | $5,444-68.0% | $2,343-25.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $137 | $8,285-98.3% | $11,282-98.8% | $4,645-97.1% |