Filed April 28, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,878 | $80,935-13.7% | $62,029+12.7% | $80,935-13.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 69.8%+30.2pp | 67.7%+32.3pp |
| Annual return | 15.08% | 35.66%-20.6pp | 14.86%+0.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,858 | $2,757-32.6% | $2,723-31.8% | $2,757-32.6% |
| Participant deferral / active EE | $2,268 | $4,299-47.3% | $5,346-57.6% | $4,299-47.3% |
| Admin fee / account holder | $255 | $6,924-96.3% | $3,975-93.6% | $6,924-96.3% |