Filed October 18, 2022 (most recent of 19 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 | $74,235 | $81,689-9.1% | $57,357+29.4% | $69,651+6.6% |
| Participation rate | 41.7% | 66.0%-24.3pp | 75.1%-33.4pp | 66.6%-24.9pp |
| Annual return | 1.95% | 821.18%-819.2pp | 24.41%-22.5pp | 53.77%-51.8pp |
| Employer contribution / active EE | $0 | $3,891-100.0% | $2,689-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,392 | $3,019-20.8% | $3,162-24.3% | $3,635-34.2% |
| Admin fee / account holder | $0 | $27-100.0% | $3,357-100.0% | $63-100.0% |