Filed October 29, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,443 | $101,063-33.3% | $81,473-17.2% | $147,586-54.3% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 27.11% | 32.41%-5.3pp | 38.78%-11.7pp | 578.59%-551.5pp |
| Employer contribution / active EE | $5,025 | $3,206+56.8% | $2,568+95.7% | $4,876+3.1% |
| Participant deferral / active EE | $13,805 | $4,242+225.4% | $3,537+290.3% | $5,439+153.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |