Filed October 3, 2022
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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 | $0 | $110,083-100.0% | $151,645-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 87.5%-87.5pp | 67.9%-67.9pp |
| Annual return | 3.91% | -10.12%+14.0pp | 3.34%+0.6pp | -7.85%+11.8pp |
| Employer contribution / active EE | $1,583 | $4,470-64.6% | $6,165-74.3% | $2,597-39.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |