Filed December 4, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,452 | $98,766-66.1% | $149,730-77.7% | $79,852-58.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 127.99% | 27.43%+100.6pp | 276.70%-148.7pp | 31.72%+96.3pp |
| Employer contribution / active EE | $5,855 | $3,217+82.0% | $4,645+26.0% | $2,471+136.9% |
| Participant deferral / active EE | $8,117 | $5,681+42.9% | $6,843+18.6% | $3,740+117.0% |
| Admin fee / account holder | $126 | $6,052-97.9% | $9,310-98.6% | $5,306-97.6% |