Filed December 22, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,578 | $92,219+105.6% | $76,767+147.0% | $135,380+40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.56% | 5.46%+0.1pp | 2.43%+3.1pp | 519.81%-514.2pp |
| Employer contribution / active EE | $5,235 | $3,216+62.8% | $2,485+110.6% | $4,779+9.5% |
| Participant deferral / active EE | $4,592 | $4,508+1.8% | $3,852+19.2% | $5,609-18.1% |
| Admin fee / account holder | $59 | $10,749-99.4% | $6,675-99.1% | $10,828-99.5% |