Filed November 29, 2022
Total covered: 10 employees
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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 | $0 | $133,308-100.0% | $133,308-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 11.8%-11.8pp | 27.7%-27.7pp |
| Annual return | 4.73% | 7.20%-2.5pp | 7.44%-2.7pp | 15.59%-10.9pp |
| Employer contribution / active EE | $25,000 | $33,615-25.6% | $30,790-18.8% | $33,256-24.8% |
| Participant deferral / active EE | $0 | $189-100.0% | $640-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $16,084-100.0% | $16,084-100.0% | $21,009-100.0% |