Filed December 1, 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 | $21,806 | $45,152-51.7% | $73,836-70.5% | $59,633-63.4% |
| Participation rate | 47.1% | 64.0%-16.9pp | 73.4%-26.3pp | 68.7%-21.5pp |
| Annual return | -0.61% | 27.40%-28.0pp | 2268.06%-2268.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,801 | $2,573+47.7% | $3,583+6.1% | $3,192+19.1% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |