Filed December 16, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,301 | $115,814-33.3% | $101,275-23.7% | $158,982-51.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 18.25% | 56.16%-37.9pp | 46.48%-28.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $9,265 | $4,176+121.9% | $3,660+153.1% | $4,763+94.5% |
| Participant deferral / active EE | $10,158 | $4,958+104.9% | $4,371+132.4% | $5,983+69.8% |
| Admin fee / account holder | $200 | $7,249-97.2% | $5,948-96.6% | $11,252-98.2% |