Filed March 5, 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 | $150,077 | $157,276-4.6% | $141,177+6.3% | $152,885-1.8% |
| Participation rate | 21.7% | 84.8%-63.1pp | 82.5%-60.7pp | 82.5%-60.7pp |
| Annual return | 30.68% | 64.33%-33.7pp | 71.40%-40.7pp | 345.39%-314.7pp |
| Employer contribution / active EE | $2,783 | $5,262-47.1% | $4,736-41.2% | $4,763-41.6% |
| Participant deferral / active EE | $10,558 | $7,110+48.5% | $6,710+57.3% | $5,851+80.4% |
| Admin fee / account holder | $79 | $12,123-99.3% | $10,263-99.2% | $11,598-99.3% |