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 | $73,269 | $167,362-56.2% | $143,799-49.0% | $134,532-45.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.22% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,236 | $6,447-18.8% | $5,638-7.1% | $6,401-18.2% |
| Admin fee / account holder | $11 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |