Filed October 28, 2022 (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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,757 | $85,766+275.2% | $136,298+136.1% | $70,126+358.8% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 19.20% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $4,432 | $2,966+49.4% | $4,696-5.6% | $2,343+89.2% |
| Participant deferral / active EE | $9,523 | $5,051+88.5% | $6,247+52.4% | $3,332+185.8% |
| Admin fee / account holder | $1 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |