Filed May 28, 2025 (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 | $30,031 | $56,894-47.2% | $84,753-64.6% | $62,881-52.2% |
| Participation rate | 68.8% | 68.5%+0.3pp | 76.6%-7.8pp | 69.3%-0.5pp |
| Annual return | 7.94% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,302 | $2,400-4.1% | $3,574-35.6% | $2,281+0.9% |
| Participant deferral / active EE | $5,061 | $2,709+86.8% | $3,712+36.4% | $3,203+58.0% |
| Admin fee / account holder | $267 | $3,581-92.6% | $5,333-95.0% | $4,296-93.8% |