Filed February 23, 2024 (most recent of 2 filings on file)
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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 | $81,487-100.0% | $102,412-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 14.45% | 25.60%-11.1pp | 24.94%-10.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $5,078 | $3,103+63.7% | $3,870+31.2% | $2,757+84.2% |
| Participant deferral / active EE | $10,070 | $3,871+160.1% | $5,060+99.0% | $4,299+134.2% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |