Filed July 19, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,013 | $42,772+42.6% | $87,502-30.3% | $55,167+10.6% |
| Participation rate | 56.1% | 66.5%-10.4pp | 73.8%-17.8pp | 69.0%-12.9pp |
| Annual return | 7.49% | 21.20%-13.7pp | 12.21%-4.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,548 | $1,277+21.3% | $2,550-39.3% | $1,963-21.1% |
| Participant deferral / active EE | $2,055 | $2,342-12.3% | $3,149-34.7% | $3,054-32.7% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |