Filed July 6, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $26,139 | $57,828-54.8% | $117,039-77.7% | $70,126-62.7% |
| Participation rate | 38.1% | 67.1%-29.0pp | 77.2%-39.1pp | 69.5%-31.4pp |
| Annual return | 16.56% | 17.55%-1.0pp | 18.95%-2.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $745 | $2,438-69.4% | $3,929-81.0% | $3,332-77.6% |
| Admin fee / account holder | $188 | $3,548-94.7% | $5,974-96.8% | $4,645-95.9% |