Filed March 22, 2021
Total covered: 21 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,709 | $56,095-89.8% | $178,503-96.8% | $90,274-93.7% |
| Participation rate | 96.3% | 65.6%+30.7pp | 81.9%+14.3pp | 73.4%+22.9pp |
| Annual return | 16.05% | 28.81%-12.8pp | 151.12%-135.1pp | 53.97%-37.9pp |
| Employer contribution / active EE | $527 | $1,572-66.5% | $5,011-89.5% | $2,523-79.1% |
| Participant deferral / active EE | $1,204 | $2,669-54.9% | $5,202-76.8% | $4,231-71.5% |
| Admin fee / account holder | $17 | $101-82.8% | $13,987-99.9% | $114-84.9% |