Filed June 6, 2022
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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 | $25,085 | $104,711-76.0% | $85,708-70.7% | $167,560-85.0% |
| Participation rate | 63.2% | 76.4%-13.2pp | 69.9%-6.7pp | 82.1%-19.0pp |
| Annual return | 12.22% | 21.45%-9.2pp | 21.49%-9.3pp | 478.94%-466.7pp |
| Employer contribution / active EE | $1,281 | $3,337-61.6% | $2,618-51.1% | $4,840-73.5% |
| Participant deferral / active EE | $1,548 | $4,824-67.9% | $3,922-60.5% | $6,343-75.6% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,876-99.7% | $12,317-99.8% |