Filed February 9, 2021 (most recent of 4 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 | $38,400 | $106,236-63.9% | $96,496-60.2% | $139,427-72.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 16.02% | 38.43%-22.4pp | 35.70%-19.7pp | 373.27%-357.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,699 | $5,455-50.5% | $4,879-44.7% | $6,711-59.8% |
| Admin fee / account holder | $61 | $7,879-99.2% | $6,731-99.1% | $11,404-99.5% |