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 | $96,073 | $175,257-45.2% | $149,717-35.8% | $139,456-31.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.89% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.6pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,948 | $6,521-8.8% | $5,682+4.7% | $6,711-11.4% |
| Admin fee / account holder | $12 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |