Filed November 3, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,456 | $91,037-64.3% | $71,671-54.7% | $147,587-78.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.40% | 20.48%-2.1pp | 20.65%-2.3pp | 578.60%-560.2pp |
| Employer contribution / active EE | $1,319 | $3,327-60.4% | $2,460-46.4% | $4,876-73.0% |
| Participant deferral / active EE | $2,533 | $4,498-43.7% | $3,438-26.3% | $5,439-53.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |