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 | $65,072+3.2% | $66,439+1.1% | $65,306+2.8% |
| Participation rate | 68.5% | 69.1%-0.6pp | 74.5%-6.0pp | 57.7%+10.8pp |
| Annual return | 11.20% | 21.50%-10.3pp | 757.66%-746.5pp | 21.94%-10.7pp |
| Employer contribution / active EE | $3,439 | $2,475+38.9% | $2,637+30.4% | $1,967+74.8% |
| Participant deferral / active EE | $3,497 | $3,234+8.1% | $3,876-9.8% | $2,959+18.2% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |