Filed April 21, 2022 (most recent of 2 filings on file)
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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 | $44,396 | $157,304-71.8% | $141,197-68.6% | $152,909-71.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.23% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,328 | $7,111-25.1% | $6,710-20.6% | $5,851-9.0% |
| Admin fee / account holder | $134 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |