Filed August 4, 2021 (most recent of 2 filings on file)
Total covered: 30 employees
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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 | $21,265 | $52,961-59.8% | $172,752-87.7% | $65,185-67.4% |
| Participation rate | 63.2% | 66.2%-3.0pp | 82.6%-19.4pp | 70.2%-7.0pp |
| Annual return | 22.06% | 30.12%-8.1pp | 802.97%-780.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $559 | $2,190-74.5% | $5,144-89.1% | $2,177-74.3% |
| Participant deferral / active EE | $2,358 | $2,471-4.6% | $5,198-54.6% | $3,514-32.9% |
| Admin fee / account holder | $80 | $472-83.0% | $13,955-99.4% | $847-90.5% |