Filed February 25, 2022
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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 | $100,272-100.0% | $170,057-100.0% | $74,473-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 87.0%-87.0pp | 70.7%-70.7pp |
| Annual return | 0.00% | 66.12%-66.1pp | 53.42%-53.4pp | 34.36%-34.4pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,826-100.0% | $347-100.0% |