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 | $63,380 | $69,518-8.8% | $59,887+5.8% | $135,379-53.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.7%+16.2pp | 82.6%+8.3pp |
| Annual return | 10.20% | 7.95%+2.3pp | 3.46%+6.7pp | 519.79%-509.6pp |
| Employer contribution / active EE | $7,653 | $3,235+136.6% | $2,722+181.1% | $4,779+60.1% |
| Participant deferral / active EE | $6,924 | $4,204+64.7% | $3,402+103.5% | $5,609+23.4% |
| Admin fee / account holder | $162 | $5,734-97.2% | $3,591-95.5% | $10,828-98.5% |