Filed January 24, 2023 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | $258,827-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 15.3%-15.3pp |
| Annual return | 3.04% | 10.46%-7.4pp | 8.60%-5.6pp | 9.75%-6.7pp |
| Employer contribution / active EE | $24,730 | $21,847+13.2% | $27,075-8.7% | $13,830+78.8% |
| Participant deferral / active EE | $0 | $1,250-100.0% | $540-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $19,327-100.0% | $2,810-100.0% |