Filed January 24, 2024 (most recent of 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,095 | $96,643-29.5% | $86,617-21.4% | $139,456-51.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.29% | 106.57%-90.3pp | 591.91%-575.6pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,414 | $4,835+136.1% | $4,437+157.2% | $6,711+70.1% |
| Admin fee / account holder | $5 | $6,406-99.9% | $5,613-99.9% | $11,407-100.0% |