Filed April 23, 2019
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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 | $231,925 | $69,771+232.4% | $67,524+243.5% | $74,400+211.7% |
| Participation rate | 0.0% | 71.4%-71.4pp | 72.9%-72.9pp | 67.2%-67.2pp |
| Annual return | 12.68% | -40.49%+53.2pp | 3519.41%-3506.7pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $1,645 | $2,710-39.3% | $2,734-39.8% | $2,624-37.3% |
| Participant deferral / active EE | $3,971 | $3,638+9.1% | $4,001-0.8% | $4,348-8.7% |
| Admin fee / account holder | $113 | $889-87.2% | $4,001-97.2% | $1,944-94.2% |