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 | $100,344 | $69,252+44.9% | $64,099+56.5% | $139,456-28.0% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 11.66% | 45.89%-34.2pp | 33.70%-22.0pp | 373.45%-361.8pp |
| Employer contribution / active EE | $7,904 | $3,184+148.3% | $2,748+187.6% | $4,753+66.3% |
| Participant deferral / active EE | $7,255 | $4,683+54.9% | $3,881+86.9% | $6,711+8.1% |
| Admin fee / account holder | $251 | $4,248-94.1% | $3,070-91.8% | $11,407-97.8% |