Filed August 30, 2019 (most recent of 2 filings on file)
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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 | $56,626 | $45,602+24.2% | $117,498-51.8% | $66,930-15.4% |
| Participation rate | 68.6% | 57.6%+11.0pp | 70.6%-2.0pp | 69.8%-1.2pp |
| Annual return | 90.52% | -16.74%+107.3pp | 29.75%+60.8pp | 1.57%+88.9pp |
| Employer contribution / active EE | $2,434 | $1,579+54.2% | $4,178-41.7% | $2,545-4.4% |
| Participant deferral / active EE | $3,400 | $2,845+19.5% | $4,071-16.5% | $4,238-19.8% |
| Admin fee / account holder | $0 | $661-100.0% | $5,646-100.0% | $593-100.0% |