Filed July 22, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,937 | $85,169-50.8% | $172,755-75.7% | $72,983-42.5% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 20.27% | 27.32%-7.1pp | 802.94%-782.7pp | 81.01%-60.7pp |
| Employer contribution / active EE | $4,646 | $3,324+39.8% | $5,144-9.7% | $2,440+90.4% |
| Participant deferral / active EE | $4,829 | $3,260+48.1% | $5,198-7.1% | $3,608+33.9% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |