Filed January 18, 2024 (most recent of 10 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 | $26,455 | $54,757-51.7% | $90,300-70.7% | $72,983-63.8% |
| Participation rate | 35.1% | 65.1%-30.0pp | 73.3%-38.1pp | 69.5%-34.4pp |
| Annual return | 20.40% | 30.63%-10.2pp | 78.11%-57.7pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,622 | $2,887-43.8% | $3,884-58.2% | $3,608-55.0% |
| Admin fee / account holder | $259 | $3,972-93.5% | $5,353-95.2% | $5,124-94.9% |