Filed April 4, 2018 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,289 | $99,011-66.4% | $86,582-61.6% | $147,586-77.4% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 21.84% | 1312.75%-1290.9pp | 965.08%-943.2pp | 578.59%-556.8pp |
| Employer contribution / active EE | $292 | $3,132-90.7% | $2,839-89.7% | $4,876-94.0% |
| Participant deferral / active EE | $291 | $3,972-92.7% | $3,609-91.9% | $5,439-94.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |