Filed January 19, 2021
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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 | $26,595 | $46,173-42.4% | $170,435-84.4% | $69,631-61.8% |
| Participation rate | 15.3% | 63.9%-48.6pp | 83.6%-68.3pp | 70.7%-55.4pp |
| Annual return | 24.30% | 21.62%+2.7pp | 205.94%-181.6pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $670 | $2,080-67.8% | $4,939-86.4% | $3,224-79.2% |
| Admin fee / account holder | $9 | $116-92.1% | $13,881-99.9% | $110-91.7% |