Filed February 15, 2022
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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 | $38,881 | $46,173-15.8% | $170,435-77.2% | $69,631-44.2% |
| Participation rate | 36.2% | 63.9%-27.7pp | 83.6%-47.4pp | 70.7%-34.5pp |
| Annual return | 16.91% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $478 | $1,610-70.3% | $5,432-91.2% | $2,032-76.5% |
| Participant deferral / active EE | $959 | $2,080-53.9% | $4,939-80.6% | $3,224-70.3% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |