Filed January 25, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,395 | $53,596+53.7% | $90,657-9.1% | $64,173+28.4% |
| Participation rate | 77.8% | 64.5%+13.3pp | 74.0%+3.8pp | 69.6%+8.2pp |
| Annual return | -5.58% | 4.41%-10.0pp | 1.89%-7.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,482 | $1,503+131.7% | $2,532+37.5% | $2,381+46.2% |
| Participant deferral / active EE | $5,396 | $2,459+119.5% | $3,424+57.6% | $3,470+55.5% |
| Admin fee / account holder | $23 | $3,868-99.4% | $4,994-99.5% | $4,887-99.5% |