Filed December 8, 2023 (most recent of 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,219-100.0% | $76,767-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -9.77% | 5.46%-15.2pp | 2.43%-12.2pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,411 | $3,216-56.1% | $2,485-43.2% | $4,779-70.5% |
| Participant deferral / active EE | $2,115 | $4,508-53.1% | $3,852-45.1% | $5,609-62.3% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |