Filed April 2, 2025
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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 | $29,283 | $48,053-39.1% | $84,628-65.4% | $72,975-59.9% |
| Participation rate | 26.9% | 57.6%-30.7pp | 68.2%-41.3pp | 69.5%-42.6pp |
| Annual return | 28.01% | 37.39%-9.4pp | 258.80%-230.8pp | 81.01%-53.0pp |
| Employer contribution / active EE | $961 | $1,602-40.0% | $2,653-63.8% | $2,440-60.6% |
| Participant deferral / active EE | $1,793 | $2,681-33.1% | $3,900-54.0% | $3,608-50.3% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |