Filed December 2, 2021
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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 | $104,556 | $107,941-3.1% | $91,994+13.7% | $152,897-31.6% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 23.92% | 89.28%-65.4pp | 69.04%-45.1pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,636 | $6,366-58.6% | $5,924-55.5% | $5,851-54.9% |
| Admin fee / account holder | $10 | $10,521-99.9% | $7,744-99.9% | $11,599-99.9% |