Filed December 7, 2021
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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 | $90,144 | $181,896-50.4% | $156,551-42.4% | $273,972-67.1% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 5.24% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |