Filed March 1, 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 | $87,324 | $45,043+93.9% | $63,005+38.6% | $70,124+24.5% |
| Participation rate | 64.1% | 69.5%-5.4pp | 74.8%-10.7pp | 69.5%-5.4pp |
| Annual return | 18.78% | 18.76%0pp | 87.59%-68.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,510 | $2,466+123.5% | $3,329+65.5% | $3,332+65.4% |
| Admin fee / account holder | $275 | $2,833-90.3% | $3,599-92.4% | $4,645-94.1% |