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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,963 | $112,131-83.1% | $95,964-80.2% | $158,982-88.1% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 13.75% | 171.19%-157.4pp | 91.64%-77.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,478 | $3,199-53.8% | $2,541-41.8% | $4,763-69.0% |
| Participant deferral / active EE | $1,952 | $4,784-59.2% | $4,167-53.1% | $5,983-67.4% |
| Admin fee / account holder | $166 | $10,136-98.4% | $6,797-97.6% | $11,252-98.5% |