Filed February 11, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,204 | $51,638+216.1% | $68,368+138.7% | $82,448+97.9% |
| Participation rate | 74.3% | 63.6%+10.7pp | 73.8%+0.5pp | 68.1%+6.2pp |
| Annual return | 17.95% | 37.53%-19.6pp | 292.57%-274.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,040 | $2,914+313.2% | $4,123+192.0% | $4,139+190.9% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |