Filed April 27, 2022 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,979 | $31,370-42.7% | $74,577-75.9% | $63,975-71.9% |
| Participation rate | 89.2% | 42.6%+46.6pp | 68.1%+21.1pp | 71.1%+18.0pp |
| Annual return | 9.04% | -105.16%+114.2pp | 20.47%-11.4pp | 48.65%-39.6pp |
| Employer contribution / active EE | $86 | $822-89.5% | $2,525-96.6% | $2,182-96.0% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $4,138-100.0% | $70-100.0% |