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 | $67,594-0.6% | $77,361-13.2% | $69,733-3.7% |
| Participation rate | 68.5% | 71.7%-3.2pp | 75.0%-6.5pp | 62.5%+6.0pp |
| Annual return | 11.20% | 19.20%-8.0pp | 1011.54%-1000.3pp | 15.22%-4.0pp |
| Employer contribution / active EE | $3,439 | $2,649+29.8% | $2,990+15.0% | $2,250+52.8% |
| Participant deferral / active EE | $3,497 | $3,401+2.8% | $3,911-10.6% | $3,054+14.5% |
| Admin fee / account holder | $0 | $1,159-100.0% | $5,894-100.0% | $3,102-100.0% |