Filed May 2, 2021 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,958 | $60,545+43.6% | $92,240-5.7% | $69,631+24.9% |
| Participation rate | 94.9% | 72.2%+22.7pp | 76.5%+18.4pp | 70.7%+24.2pp |
| Annual return | 18.23% | 19.71%-1.5pp | 176.29%-158.1pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,075 | $2,633-21.2% | $3,680-43.6% | $2,032+2.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |