Filed April 30, 2020 (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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,514 | $56,551-63.7% | $185,854-89.0% | $86,828-76.4% |
| Participation rate | 63.9% | 65.5%-1.6pp | 81.7%-17.8pp | 72.3%-8.4pp |
| Annual return | 283.23% | 118.23%+165.0pp | 122.12%+161.1pp | 97.95%+185.3pp |
| Employer contribution / active EE | $1,178 | $1,845-36.2% | $5,169-77.2% | $2,406-51.1% |
| Participant deferral / active EE | $5,358 | $2,556+109.6% | $5,569-3.8% | $4,132+29.7% |
| Admin fee / account holder | $299 | $150+99.9% | $16,246-98.2% | $170+76.5% |