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 | $261,601 | $102,661+154.8% | $151,645+72.5% | $66,949+290.7% |
| Participation rate | 39.8% | 85.5%-45.7pp | 87.5%-47.7pp | 69.8%-30.0pp |
| Annual return | -16.13% | -10.81%-5.3pp | 3.34%-19.5pp | 1.57%-17.7pp |
| Employer contribution / active EE | $12,858 | $4,184+207.3% | $6,165+108.6% | $2,545+405.2% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |