Filed May 3, 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 | $44,915 | $58,828-23.7% | $78,002-42.4% | $62,881-28.6% |
| Participation rate | 69.4% | 71.1%-1.6pp | 75.5%-6.1pp | 69.3%+0.1pp |
| Annual return | 7.81% | 17.16%-9.3pp | 425.99%-418.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,927 | $1,672+15.3% | $2,470-22.0% | $2,281-15.5% |
| Participant deferral / active EE | $3,901 | $2,686+45.3% | $3,497+11.6% | $3,203+21.8% |
| Admin fee / account holder | $14 | $4,393-99.7% | $5,481-99.7% | $4,296-99.7% |