Filed November 3, 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 | $40,277 | $85,092-52.7% | $70,589-42.9% | $139,500-71.1% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 18.42% | 30.40%-12.0pp | 32.80%-14.4pp | 373.99%-355.6pp |
| Employer contribution / active EE | $1,486 | $3,914-62.0% | $2,977-50.1% | $4,755-68.7% |
| Participant deferral / active EE | $3,992 | $5,893-32.3% | $4,569-12.6% | $6,713-40.5% |
| Admin fee / account holder | $9 | $8,935-99.9% | $6,430-99.9% | $11,410-99.9% |