Filed September 23, 2021 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,350 | $89,652-45.0% | $141,197-65.0% | $65,186-24.3% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 24.74% | 32.79%-8.1pp | 71.41%-46.7pp | 29.39%-4.7pp |
| Employer contribution / active EE | $3,168 | $3,065+3.4% | $4,736-33.1% | $2,177+45.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |