Filed May 4, 2021
Total covered: 2 employees
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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 | $26,642 | $73,518-63.8% | $63,005-57.7% | $147,585-81.9% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.8%-33.1pp | 82.8%-41.2pp |
| Annual return | 20.51% | 175.46%-155.0pp | 87.59%-67.1pp | 578.58%-558.1pp |
| Employer contribution / active EE | $1,440 | $3,322-56.7% | $2,760-47.8% | $4,876-70.5% |
| Participant deferral / active EE | $4,530 | $4,183+8.3% | $3,329+36.1% | $5,439-16.7% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |