Filed September 14, 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 | $83,544 | $99,011-15.6% | $86,582-3.5% | $147,586-43.4% |
| Participation rate | 42.1% | 76.3%-34.2pp | 73.5%-31.4pp | 82.8%-40.7pp |
| Annual return | 15.26% | 1312.75%-1297.5pp | 965.08%-949.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,260 | $3,132-59.8% | $2,839-55.6% | $4,876-74.2% |
| Participant deferral / active EE | $2,846 | $3,972-28.3% | $3,609-21.1% | $5,439-47.7% |
| Admin fee / account holder | $40 | $5,709-99.3% | $4,904-99.2% | $10,886-99.6% |