Filed March 17, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,419 | $47,848+38.8% | $81,473-18.5% | $70,126-5.3% |
| Participation rate | 66.7% | 58.3%+8.4pp | 68.0%-1.3pp | 69.5%-2.9pp |
| Annual return | 19.03% | 27.25%-8.2pp | 38.78%-19.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,082 | $1,527+36.3% | $2,568-18.9% | $2,343-11.1% |
| Participant deferral / active EE | $4,305 | $2,453+75.5% | $3,537+21.7% | $3,332+29.2% |
| Admin fee / account holder | $13 | $3,145-99.6% | $4,561-99.7% | $4,645-99.7% |