Filed November 17, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,753 | $97,732-61.4% | $83,831-55.0% | $135,380-72.1% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -8.81% | 1287.56%-1296.4pp | 850.99%-859.8pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,374 | $4,222-67.5% | $3,631-62.2% | $4,779-71.2% |
| Participant deferral / active EE | $2,820 | $4,683-39.8% | $4,082-30.9% | $5,609-49.7% |
| Admin fee / account holder | $18 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |