Filed September 13, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,147 | $48,011+48.2% | $63,803+11.5% | $82,637-13.9% |
| Participation rate | 94.3% | 66.6%+27.8pp | 72.7%+21.6pp | 68.1%+26.3pp |
| Annual return | 15.52% | 19.84%-4.3pp | 543.72%-528.2pp | 53.51%-38.0pp |
| Employer contribution / active EE | $4,727 | $1,904+148.3% | $2,532+86.6% | $2,552+85.2% |
| Participant deferral / active EE | $1,330 | $2,846-53.3% | $3,843-65.4% | $4,126-67.8% |
| Admin fee / account holder | $276 | $3,873-92.9% | $5,196-94.7% | $7,339-96.2% |