Filed April 9, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,695,112 | $71,197+14921.8% | $93,669+11318.0% | $80,925+13116.1% |
| Participation rate | 3.4% | 60.4%-56.9pp | 68.7%-65.3pp | 67.7%-64.2pp |
| Annual return | 23.74% | 11.27%+12.5pp | 133.59%-109.9pp | 35.65%-11.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |