Filed August 19, 2021 (most recent of 5 filings on file)
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 | $91,853 | $111,945-17.9% | $63,018+45.8% | $80,976+13.4% |
| Participation rate | 61.1% | 65.1%-3.9pp | 74.8%-13.7pp | 68.3%-7.1pp |
| Annual return | 17.29% | 17.10%+0.2pp | 87.63%-70.3pp | 22.91%-5.6pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,761-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,658 | $3,579+2.2% | $3,330+9.9% | $3,848-4.9% |
| Admin fee / account holder | $0 | $24-100.0% | $3,601-100.0% | $67-100.0% |