Filed April 22, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,401 | $78,694-33.4% | $67,652-22.5% | $125,389-58.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.10% | 9.46%-11.6pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,432 | $3,044-20.1% | $2,266+7.4% | $4,866-50.0% |
| Participant deferral / active EE | $3,754 | $4,292-12.5% | $3,560+5.5% | $5,352-29.8% |
| Admin fee / account holder | $294 | $7,403-96.0% | $4,821-93.9% | $9,541-96.9% |