Filed January 12, 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 | $31,205 | $57,976-46.2% | $63,018-50.5% | $62,293-49.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 74.8%-8.1pp | 69.5%-2.8pp |
| Annual return | 16.59% | 17.54%-0.9pp | 87.62%-71.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2,461 | $2,415+1.9% | $2,761-10.8% | $2,042+20.5% |
| Participant deferral / active EE | $2,425 | $2,956-18.0% | $3,330-27.2% | $3,169-23.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |