Filed January 15, 2025
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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 | $33,269 | $117,829-71.8% | $102,423-67.5% | $145,877-77.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 15.41% | 31.83%-16.4pp | 29.42%-14.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,136 | $3,615-68.6% | $3,023-62.4% | $4,663-75.6% |
| Participant deferral / active EE | $2,739 | $5,732-52.2% | $5,054-45.8% | $6,691-59.1% |
| Admin fee / account holder | $138 | $13,335-99.0% | $9,455-98.5% | $13,402-99.0% |