Filed May 11, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,895 | $99,957-57.1% | $149,745-71.4% | $73,497-41.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 55.04% | 53.87%+1.2pp | 276.72%-221.7pp | 28.51%+26.5pp |
| Employer contribution / active EE | $2,461 | $3,191-22.9% | $4,646-47.0% | $2,270+8.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |