Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,829 | $82,678-59.1% | $125,391-73.0% | $68,490-50.6% |
| Participation rate | 53.0% | 75.1%-22.0pp | 82.4%-29.4pp | 67.9%-14.9pp |
| Annual return | -22.61% | -5.97%-16.6pp | 572.41%-595.0pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,420 | $3,382-58.0% | $4,816-70.5% | $2,597-45.3% |
| Participant deferral / active EE | $3,483 | $6,111-43.0% | $7,448-53.2% | $4,028-13.5% |
| Admin fee / account holder | $193 | $6,277-96.9% | $10,009-98.1% | $5,403-96.4% |