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 | $92,465 | $56,443+63.8% | $83,831+10.3% | $55,725+65.9% |
| Participation rate | 94.7% | 72.0%+22.6pp | 76.1%+18.5pp | 70.9%+23.8pp |
| Annual return | 23.93% | 393.67%-369.7pp | 850.99%-827.1pp | 244.93%-221.0pp |
| Employer contribution / active EE | $2,941 | $2,682+9.7% | $3,631-19.0% | $2,078+41.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |