Filed March 23, 2022 (most recent of 2 filings on file)
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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 | $32,590 | $38,969-16.4% | $109,313-70.2% | $55,167-40.9% |
| Participation rate | 24.6% | 58.2%-33.6pp | 71.3%-46.7pp | 69.0%-44.4pp |
| Annual return | 6.46% | 8.26%-1.8pp | 22.07%-15.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,141 | $2,176-47.5% | $3,166-64.0% | $3,054-62.6% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |