Filed December 12, 2019
Total covered: 2 employees
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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 | $28,991 | $92,766-68.7% | $82,763-65.0% | $134,545-78.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -17.18% | 946.97%-964.2pp | 702.45%-719.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $859 | $3,273-73.8% | $3,008-71.5% | $4,742-81.9% |
| Participant deferral / active EE | $4,002 | $4,802-16.7% | $4,395-8.9% | $6,401-37.5% |
| Admin fee / account holder | $225 | $5,978-96.2% | $5,325-95.8% | $11,431-98.0% |