Filed October 27, 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 | $60,661 | $53,344+13.7% | $121,169-49.9% | $74,440-18.5% |
| Participation rate | 27.3% | 60.0%-32.7pp | 69.5%-42.2pp | 70.7%-43.4pp |
| Annual return | 18.92% | 35.15%-16.2pp | 986.71%-967.8pp | 34.37%-15.4pp |
| Employer contribution / active EE | $814 | $1,898-57.1% | $4,168-80.5% | $2,638-69.1% |
| Participant deferral / active EE | $1,547 | $3,221-52.0% | $4,083-62.1% | $4,529-65.8% |
| Admin fee / account holder | $5 | $382-98.7% | $5,645-99.9% | $348-98.6% |