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 | $39,370 | $96,691-59.3% | $86,656-54.6% | $139,487-71.8% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 16.17% | 106.87%-90.7pp | 593.09%-576.9pp | 373.84%-357.7pp |
| Employer contribution / active EE | $769 | $3,267-76.5% | $3,025-74.6% | $4,755-83.8% |
| Participant deferral / active EE | $3,657 | $4,838-24.4% | $4,439-17.6% | $6,713-45.5% |
| Admin fee / account holder | $268 | $6,414-95.8% | $5,619-95.2% | $11,407-97.6% |