Filed December 16, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,720 | $78,670-6.3% | $109,173-32.5% | $85,847-14.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.67% | 25.09%-10.4pp | 25.75%-11.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $10,507 | $2,734+284.3% | $3,723+182.2% | $2,565+309.6% |
| Participant deferral / active EE | $10,017 | $3,467+188.9% | $4,654+115.2% | $3,952+153.4% |
| Admin fee / account holder | $181 | $5,469-96.7% | $6,755-97.3% | $6,261-97.1% |