Filed February 16, 2021
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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 | $204,976 | $153,311+33.7% | $109,313+87.5% | $273,972-25.2% |
| Participation rate | 14.3% | 80.1%-65.8pp | 71.3%-57.0pp | 83.0%-68.7pp |
| Annual return | 5.24% | 29.86%-24.6pp | 22.07%-16.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,429 | $3,932-12.8% | $3,166+8.3% | $5,287-35.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |