Filed March 29, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,422 | $121,341+143.5% | $189,545+55.9% | $79,389+272.1% |
| Participation rate | 50.5% | 86.1%-35.6pp | 87.8%-37.3pp | 70.7%-20.2pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.36%-555.4pp | 116.89%-116.9pp |
| Employer contribution / active EE | $12,613 | $3,915+222.2% | $6,162+104.7% | $2,428+419.5% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |