Filed December 14, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,600 | $78,423-22.7% | $95,964-36.9% | $79,856-24.1% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,549 | $1,945-20.4% | $2,541-39.1% | $2,471-37.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $99 | $5,622-98.2% | $6,797-98.5% | $5,306-98.1% |