Filed November 30, 2016 (most recent of 3 filings on file)
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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 | $63,607 | $69,848-8.9% | $115,756-45.1% | $66,938-5.0% |
| Participation rate | 49.0% | 70.6%-21.6pp | 77.1%-28.1pp | 69.8%-20.8pp |
| Annual return | -9.35% | 969.66%-979.0pp | 143.14%-152.5pp | 1.58%-10.9pp |
| Employer contribution / active EE | $5,359 | $2,613+105.1% | $3,793+41.3% | $2,545+110.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $594-100.0% |