Filed January 11, 2017 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 7.60% | 9.98%-2.4pp | 9.17%-1.6pp | 8.21%-0.6pp |
| Employer contribution / active EE | $7,348 | $11,917-38.3% | $40,523-81.9% | $13,841-46.9% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |