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 | $76,201 | $82,188-7.3% | $125,391-39.2% | $64,824+17.6% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | 10.78% | 3.50%+7.3pp | 572.41%-561.6pp | 32.84%-22.1pp |
| Employer contribution / active EE | $4,168 | $3,617+15.2% | $4,816-13.4% | $2,507+66.3% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |