Filed April 20, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,161 | $83,908+12.2% | $68,509+37.4% | $125,389-24.9% |
| Participation rate | 90.9% | 78.2%+12.7pp | 74.7%+16.2pp | 83.2%+7.7pp |
| Annual return | 76.52% | 14.48%+62.0pp | 8.27%+68.3pp | 282.24%-205.7pp |
| Employer contribution / active EE | $2,746 | $3,031-9.4% | $2,278+20.5% | $4,866-43.6% |
| Participant deferral / active EE | $12,717 | $4,125+208.3% | $3,382+276.0% | $5,352+137.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |