Filed February 14, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,453 | $198,457-49.9% | $170,435-41.6% | $147,586-32.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.61% | 257.30%-234.7pp | 205.94%-183.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,972 | $6,183-68.1% | $5,432-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |