Filed June 29, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,803 | $72,404+228.4% | $110,243+115.7% | $64,173+270.6% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.6pp |
| Annual return | 21.20% | -6.29%+27.5pp | 314.76%-293.6pp | 7.63%+13.6pp |
| Employer contribution / active EE | $4,524 | $2,282+98.3% | $3,827+18.2% | $2,381+90.0% |
| Participant deferral / active EE | $4,585 | $3,469+32.2% | $4,672-1.9% | $3,470+32.1% |
| Admin fee / account holder | $249 | $5,664-95.6% | $8,548-97.1% | $4,887-94.9% |