Filed February 11, 2019 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,076 | $153,311-64.1% | $109,313-49.6% | $273,972-79.9% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 8.90% | 29.86%-21.0pp | 22.07%-13.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $5,394 | $5,619-4.0% | $3,892+38.6% | $4,869+10.8% |
| Participant deferral / active EE | $8,129 | $3,932+106.7% | $3,166+156.7% | $5,287+53.7% |
| Admin fee / account holder | $5 | $8,076-99.9% | $5,666-99.9% | $10,133-100.0% |