Filed September 28, 2024
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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 | $20,491 | $90,484-77.4% | $78,675-74.0% | $273,970-92.5% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 198.65% | 75.62%+123.0pp | 62.19%+136.5pp | 41.46%+157.2pp |
| Employer contribution / active EE | $1,058 | $3,175-66.7% | $2,850-62.9% | $4,869-78.3% |
| Participant deferral / active EE | $1,058 | $3,901-72.9% | $3,517-69.9% | $5,287-80.0% |
| Admin fee / account holder | $77 | $5,263-98.5% | $4,510-98.3% | $10,132-99.2% |