Filed March 20, 2017
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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 | $69,036 | $64,705+6.7% | $62,929+9.7% | $67,986+1.5% |
| Participation rate | 34.4% | 65.6%-31.2pp | 73.1%-38.7pp | 57.2%-22.8pp |
| Annual return | 11.34% | 20.31%-9.0pp | 1063.93%-1052.6pp | 31.67%-20.3pp |
| Employer contribution / active EE | $909 | $2,376-61.7% | $2,505-63.7% | $2,019-55.0% |
| Participant deferral / active EE | $1,602 | $3,198-49.9% | $3,888-58.8% | $3,358-52.3% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |