Filed March 15, 2023 (most recent of 3 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 | $92,282 | $67,166+37.4% | $57,356+60.9% | $55,191+67.2% |
| Participation rate | 46.8% | 77.7%-30.9pp | 75.1%-28.3pp | 69.2%-22.4pp |
| Annual return | 2.47% | 4.22%-1.7pp | 24.41%-21.9pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,658 | $2,812-41.0% | $2,689-38.3% | $1,899-12.7% |
| Participant deferral / active EE | $3,194 | $2,835+12.7% | $3,162+1.0% | $3,046+4.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |