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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,790 | $70,366+54.6% | $66,674+63.2% | $138,895-21.7% |
| Participation rate | 35.7% | 76.2%-40.5pp | 73.7%-38.0pp | 79.9%-44.2pp |
| Annual return | 13.08% | 386.41%-373.3pp | 321.24%-308.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,524 | $4,374+49.2% | $4,084+59.8% | $6,396+2.0% |
| Admin fee / account holder | $11 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |