Filed September 22, 2021 (most recent of 4 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 | $201,871 | $95,048+112.4% | $141,200+43.0% | $82,204+145.6% |
| Participation rate | 61.6% | 73.7%-12.2pp | 82.5%-20.9pp | 73.4%-11.8pp |
| Annual return | 74.96% | 26.89%+48.1pp | 71.41%+3.6pp | 26.31%+48.6pp |
| Employer contribution / active EE | $6,699 | $2,921+129.4% | $4,736+41.4% | $2,707+147.5% |
| Participant deferral / active EE | $0 | $5,907-100.0% | $6,710-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $78-100.0% | $10,265-100.0% | $76-100.0% |