Filed May 16, 2022 (most recent of 4 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,575 | $64,909-23.6% | $82,312-39.8% | $62,293-20.4% |
| Participation rate | 98.7% | 74.9%+23.8pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 56.79% | 21.18%+35.6pp | 25.88%+30.9pp | 28.90%+27.9pp |
| Employer contribution / active EE | $5,349 | $1,676+219.2% | $2,428+120.3% | $2,042+161.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |