Filed July 6, 2021 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,743 | $57,921-24.5% | $84,751-48.4% | $57,658-24.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.07% | 10.24%-3.2pp | 22.78%-15.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,206 | $2,598+23.4% | $3,574-10.3% | $1,974+62.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $6 | $130-95.3% | $5,333-99.9% | $95-93.6% |