Filed October 8, 2019 (most recent of 3 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,976 | $183,592-34.7% | $155,567-22.9% | $145,959-17.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.05% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,644 | $6,464+2.8% | $5,628+18.0% | $6,689-0.7% |
| Admin fee / account holder | $30 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |