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 | $65,072+6.1% | $66,439+3.9% | $65,306+5.7% |
| Participation rate | 34.4% | 69.1%-34.7pp | 74.5%-40.1pp | 57.7%-23.3pp |
| Annual return | 11.34% | 21.50%-10.2pp | 757.66%-746.3pp | 21.94%-10.6pp |
| Employer contribution / active EE | $909 | $2,475-63.3% | $2,637-65.5% | $1,967-53.8% |
| Participant deferral / active EE | $1,602 | $3,234-50.5% | $3,876-58.7% | $2,959-45.9% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |