Filed January 20, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $128,324-100.0% | $115,507-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | 6.62% | 3.98%+2.6pp | 4.07%+2.6pp | 4.16%+2.5pp |
| Employer contribution / active EE | $42,937 | $53,200-19.3% | $45,149-4.9% | $42,9180% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |