Filed August 3, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,283 | $211,946-86.7% | $169,452-83.3% | $135,380-79.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 90.98% | 3.26%+87.7pp | 1.83%+89.2pp | 519.81%-428.8pp |
| Employer contribution / active EE | $2,254 | $5,117-56.0% | $4,157-45.8% | $4,779-52.8% |
| Participant deferral / active EE | $3,159 | $6,075-48.0% | $5,277-40.1% | $5,609-43.7% |
| Admin fee / account holder | $126 | $11,472-98.9% | $9,110-98.6% | $10,828-98.8% |