Filed February 17, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,324 | $40,275+64.7% | $57,356+15.6% | $59,633+11.2% |
| Participation rate | 57.1% | 69.1%-12.0pp | 75.1%-17.9pp | 68.7%-11.5pp |
| Annual return | 13.49% | 27.52%-14.0pp | 24.41%-10.9pp | 2041.45%-2028.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,895 | $2,400+145.6% | $3,162+86.5% | $3,192+84.7% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |