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 | $67,219 | $100,801-33.3% | $149,745-55.1% | $73,412-8.4% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 52.65% | 265.34%-212.7pp | 276.72%-224.1pp | 59.30%-6.6pp |
| Employer contribution / active EE | $3,662 | $3,312+10.6% | $4,646-21.2% | $2,234+63.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |