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 | $67,933 | $77,419-12.3% | $69,461-2.2% | $152,885-55.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 5.99% | 39.07%-33.1pp | 28.97%-23.0pp | 345.39%-339.4pp |
| Employer contribution / active EE | $7,548 | $3,315+127.7% | $2,779+171.6% | $4,763+58.5% |
| Participant deferral / active EE | $6,699 | $4,414+51.8% | $3,536+89.5% | $5,851+14.5% |
| Admin fee / account holder | $74 | $6,207-98.8% | $3,840-98.1% | $11,598-99.4% |