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 | $23,467 | $62,928-62.7% | $172,753-86.4% | $67,582-65.3% |
| Participation rate | 26.0% | 64.5%-38.5pp | 82.6%-56.7pp | 71.3%-45.3pp |
| Annual return | 20.03% | 30.36%-10.3pp | 803.00%-783.0pp | 378.57%-358.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $880 | $2,145-59.0% | $5,198-83.1% | $3,539-75.1% |
| Admin fee / account holder | $6 | $167-96.4% | $13,956-100.0% | $142-95.8% |