Filed August 31, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,806 | $160,059-75.1% | $140,019-71.6% | $135,380-70.6% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | 8.81% | 911.48%-902.7pp | 651.17%-642.4pp | 519.81%-511.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,571 | $7,641-66.3% | $6,927-62.9% | $5,609-54.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |