Filed August 13, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,473 | $43,423-18.3% | $78,676-54.9% | $55,167-35.7% |
| Participation rate | 29.3% | 68.0%-38.7pp | 73.6%-44.3pp | 69.0%-39.7pp |
| Annual return | 5.75% | 11.53%-5.8pp | 62.19%-56.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $506 | $1,997-74.6% | $2,850-82.2% | $1,963-74.2% |
| Participant deferral / active EE | $1,315 | $2,509-47.6% | $3,517-62.6% | $3,054-56.9% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |