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 | $60,385 | $69,774-13.5% | $67,575-10.6% | $74,459-18.9% |
| Participation rate | 67.6% | 71.4%-3.8pp | 72.9%-5.3pp | 67.2%+0.4pp |
| Annual return | 16.81% | -40.53%+57.3pp | 3528.98%-3512.2pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $3,154 | $2,710+16.4% | $2,736+15.3% | $2,626+20.1% |
| Participant deferral / active EE | $3,282 | $3,636-9.8% | $4,003-18.0% | $4,350-24.6% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |