Filed February 16, 2021 (most recent of 5 filings on file)
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 16.34% | 10.14%+6.2pp | 8.31%+8.0pp | 15.63%+0.7pp |
| Employer contribution / active EE | $5,078 | $16,339-68.9% | $21,002-75.8% | $11,476-55.8% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |