Filed June 10, 2015
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,756 | $69,774+25.8% | $67,561+29.9% | $74,429+17.9% |
| Participation rate | 67.7% | 71.4%-3.7pp | 72.9%-5.2pp | 67.2%+0.5pp |
| Annual return | 17.62% | -40.53%+58.2pp | 3525.44%-3507.8pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,096 | $3,636+122.7% | $4,003+102.2% | $4,348+86.2% |
| Admin fee / account holder | $2 | $890-99.7% | $4,006-99.9% | $1,944-99.9% |