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 | $122,841 | $106,236+15.6% | $112,249+9.4% | $64,819+89.5% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.1%+21.7pp | 71.5%+25.2pp |
| Annual return | 16.87% | -6.02%+22.9pp | 27.48%-10.6pp | 32.84%-16.0pp |
| Employer contribution / active EE | $6,340 | $3,166+100.2% | $3,636+74.4% | $2,507+152.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-100.0% |