Filed May 2, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,180 | $55,002+5.8% | $59,887-2.9% | $56,287+3.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 74.7%-8.0pp | 69.9%-3.2pp |
| Annual return | 8.59% | 1.13%+7.5pp | 3.46%+5.1pp | -9.96%+18.5pp |
| Employer contribution / active EE | $2,948 | $2,448+20.4% | $2,722+8.3% | $2,111+39.7% |
| Participant deferral / active EE | $4,985 | $3,121+59.7% | $3,402+46.5% | $3,350+48.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |