Filed February 28, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,090 | $160,059+7.5% | $140,019+22.9% | $135,380+27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.56% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.4pp |
| Employer contribution / active EE | $14,636 | $6,420+128.0% | $5,605+161.1% | $4,779+206.3% |
| Participant deferral / active EE | $10,442 | $7,641+36.7% | $6,927+50.7% | $5,609+86.2% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |