Filed April 24, 2023
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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 | $31,419 | $47,456-33.8% | $172,752-81.8% | $77,775-59.6% |
| Participation rate | 38.7% | 66.3%-27.6pp | 82.6%-44.0pp | 73.2%-34.5pp |
| Annual return | 29.62% | 35.57%-6.0pp | 802.97%-773.4pp | 32.58%-3.0pp |
| Employer contribution / active EE | $364 | $1,574-76.9% | $5,144-92.9% | $2,504-85.5% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $81-99.7% | $13,955-100.0% | $100-99.8% |