Filed March 24, 2025 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,184 | $197,594-60.4% | $177,822-56.0% | $158,931-50.8% |
| Participation rate | 40.9% | 88.5%-47.6pp | 87.7%-46.8pp | 82.0%-41.1pp |
| Annual return | 15.26% | 58.76%-43.5pp | 48.32%-33.1pp | 302.86%-287.6pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,755 | $8,405-79.1% | $7,714-77.3% | $5,982-70.7% |
| Admin fee / account holder | $258 | $15,400-98.3% | $12,428-97.9% | $11,247-97.7% |