Filed October 28, 2016
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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 | $68,503 | $69,774-1.8% | $67,561+1.4% | $74,429-8.0% |
| Participation rate | 50.7% | 71.4%-20.6pp | 72.9%-22.2pp | 67.2%-16.5pp |
| Annual return | 29.54% | -40.53%+70.1pp | 3525.44%-3495.9pp | 1368.38%-1338.8pp |
| Employer contribution / active EE | $1,709 | $2,710-36.9% | $2,735-37.5% | $2,625-34.9% |
| Participant deferral / active EE | $2,144 | $3,636-41.0% | $4,003-46.4% | $4,348-50.7% |
| Admin fee / account holder | $4 | $890-99.5% | $4,006-99.9% | $1,944-99.8% |