Filed October 15, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,366 | $104,251-75.7% | $91,004-72.1% | $147,586-82.8% |
| Participation rate | 28.6% | 78.2%-49.7pp | 75.6%-47.0pp | 82.8%-54.3pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,657 | $3,116+81.6% | $2,456+130.4% | $4,876+16.0% |
| Participant deferral / active EE | $17,537 | $4,195+318.0% | $3,548+394.3% | $5,439+222.4% |
| Admin fee / account holder | $85 | $8,948-99.1% | $5,417-98.4% | $10,886-99.2% |