Filed January 12, 2021
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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 | $67,164 | $65,084+3.2% | $67,681-0.8% | $64,340+4.4% |
| Participation rate | 68.5% | 66.7%+1.7pp | 73.7%-5.3pp | 55.2%+13.2pp |
| Annual return | 11.20% | 20.50%-9.3pp | 590.58%-579.4pp | 24.14%-12.9pp |
| Employer contribution / active EE | $3,439 | $2,398+43.4% | $2,678+28.4% | $1,862+84.7% |
| Participant deferral / active EE | $3,497 | $3,210+8.9% | $3,976-12.0% | $2,980+17.3% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |