Filed June 10, 2015
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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 | $90,677 | $74,706+21.4% | $75,714+19.8% | $79,391+14.2% |
| Participation rate | 55.8% | 75.3%-19.6pp | 74.8%-19.1pp | 70.7%-14.9pp |
| Annual return | 30.34% | 18.52%+11.8pp | 104.62%-74.3pp | 116.88%-86.5pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,593 | $3,533+86.6% | $3,820+72.6% | $4,046+63.0% |
| Admin fee / account holder | $3 | $374-99.1% | $3,619-99.9% | $627-99.5% |