Filed May 7, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,951 | $107,353-85.1% | $92,903-82.8% | $152,885-89.6% |
| Participation rate | 29.2% | 79.8%-50.6pp | 76.0%-46.8pp | 82.5%-53.3pp |
| Annual return | 41.76% | 145.62%-103.9pp | 109.43%-67.7pp | 345.39%-303.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,028 | $4,848-78.8% | $4,238-75.7% | $5,851-82.4% |
| Admin fee / account holder | $265 | $7,081-96.3% | $5,795-95.4% | $11,598-97.7% |