Filed June 2, 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 | $57,927 | $61,166-5.3% | $185,849-68.8% | $79,391-27.0% |
| Participation rate | 47.0% | 66.6%-19.6pp | 81.7%-34.7pp | 70.7%-23.7pp |
| Annual return | 25.38% | 19.45%+5.9pp | 122.10%-96.7pp | 116.88%-91.5pp |
| Employer contribution / active EE | $555 | $2,321-76.1% | $5,169-89.3% | $2,428-77.1% |
| Participant deferral / active EE | $2,176 | $2,789-22.0% | $5,569-60.9% | $4,046-46.2% |
| Admin fee / account holder | $24 | $710-96.7% | $16,244-99.9% | $627-96.2% |