Filed May 11, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,702 | $91,474-3.0% | $135,982-34.8% | $71,529+24.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.12% | 29.89%-7.8pp | 68.32%-46.2pp | 28.97%-6.8pp |
| Employer contribution / active EE | $2,560 | $3,705-30.9% | $4,859-47.3% | $2,590-1.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |