Filed December 21, 2023
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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 | $131,086 | $147,727-11.3% | $115,756+13.2% | $134,509-2.5% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | -18.80% | 73.96%-92.8pp | 143.14%-161.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,725 | $4,713-42.2% | $3,793-28.2% | $4,741-42.5% |
| Participant deferral / active EE | $10,081 | $7,563+33.3% | $6,254+61.2% | $6,400+57.5% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,427-100.0% |