Filed July 7, 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 | $36,130 | $96,678-62.6% | $86,640-58.3% | $139,466-74.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 18.82% | 106.69%-87.9pp | 592.52%-573.7pp | 373.66%-354.8pp |
| Employer contribution / active EE | $931 | $3,265-71.5% | $3,024-69.2% | $4,754-80.4% |
| Participant deferral / active EE | $5,264 | $4,837+8.8% | $4,438+18.6% | $6,712-21.6% |
| Admin fee / account holder | $12 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |