Filed November 11, 2024 (most recent of 5 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,163 | $75,832-23.3% | $147,617-60.6% | $59,633-2.5% |
| Participation rate | 35.6% | 71.6%-36.0pp | 84.6%-49.0pp | 68.7%-33.1pp |
| Annual return | -3.49% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $972 | $3,131-69.0% | $4,895-80.1% | $3,192-69.6% |
| Admin fee / account holder | $233 | $5,986-96.1% | $11,612-98.0% | $4,297-94.6% |