Filed August 20, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,363 | $73,546-20.6% | $63,018-7.4% | $147,586-60.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 12.23% | 175.56%-163.3pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $7,762 | $3,324+133.5% | $2,761+181.2% | $4,876+59.2% |
| Participant deferral / active EE | $7,030 | $4,185+68.0% | $3,330+111.1% | $5,439+29.3% |
| Admin fee / account holder | $96 | $5,956-98.4% | $3,601-97.3% | $10,886-99.1% |