Filed July 20, 2021
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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.
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 | $15,790 | $99,957-84.2% | $149,745-89.5% | $73,497-78.5% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 11.85% | 53.87%-42.0pp | 276.72%-264.9pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,493 | $3,191-53.2% | $4,646-67.9% | $2,270-34.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $551-98.6% | $9,312-99.9% | $513-98.5% |