Filed February 5, 2020 (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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,998 | $140,592-32.4% | $123,106-22.8% | $125,393-24.2% |
| Participation rate | 64.7% | 88.2%-23.5pp | 86.8%-22.1pp | 83.2%-18.5pp |
| Annual return | -4.05% | 16.80%-20.8pp | 13.22%-17.3pp | 282.23%-286.3pp |
| Employer contribution / active EE | $1,290 | $6,041-78.7% | $5,151-75.0% | $4,866-73.5% |
| Participant deferral / active EE | $4,668 | $6,980-33.1% | $6,229-25.1% | $5,351-12.8% |
| Admin fee / account holder | $35 | $11,198-99.7% | $9,015-99.6% | $9,541-99.6% |