Filed April 22, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $94,529-100.0% | $140,019-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 87.5%-87.5pp | 69.6%-69.6pp |
| Annual return | -5.62% | 7.77%-13.4pp | 651.17%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,082 | $3,812-19.2% | $5,605-45.0% | $2,381+29.4% |
| Participant deferral / active EE | $1,622 | $5,250-69.1% | $6,927-76.6% | $3,470-53.3% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |