Filed December 30, 2022 (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 | $79,370 | $38,969+103.7% | $109,313-27.4% | $55,167+43.9% |
| Participation rate | 36.5% | 58.2%-21.7pp | 71.3%-34.8pp | 69.0%-32.5pp |
| Annual return | 8.85% | 8.26%+0.6pp | 22.07%-13.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,678 | $2,176+23.1% | $3,166-15.4% | $3,054-12.3% |
| Admin fee / account holder | $1 | $501-99.7% | $5,666-100.0% | $504-99.7% |