Filed March 5, 2021
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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 | $83,523 | $43,333+92.7% | $59,883+39.5% | $64,181+30.1% |
| Participation rate | 64.7% | 69.2%-4.5pp | 74.7%-10.0pp | 69.6%-4.9pp |
| Annual return | -5.31% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $11,598 | $2,029+471.5% | $2,722+326.1% | $2,381+387.2% |
| Participant deferral / active EE | $6,278 | $2,547+146.5% | $3,402+84.6% | $3,470+80.9% |
| Admin fee / account holder | $26 | $3,006-99.2% | $3,591-99.3% | $4,887-99.5% |