Filed April 26, 2021 (most recent of 4 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,415-100.0% | $135,998-100.0% | $80,187-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 81.9%-81.9pp | 72.9%-72.9pp |
| Annual return | 0.00% | 91.99%-92.0pp | 68.37%-68.4pp | 40.40%-40.4pp |
| Employer contribution / active EE | $18,324 | $3,878+372.5% | $4,860+277.1% | $2,980+515.0% |
| Participant deferral / active EE | $666 | $8,189-91.9% | $7,761-91.4% | $5,016-86.7% |
| Admin fee / account holder | $0 | $127-100.0% | $10,769-100.0% | $145-100.0% |