Filed April 21, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,479 | $115,810-41.7% | $101,271-33.4% | $158,966-57.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.09% | 56.15%-35.1pp | 46.48%-25.4pp | 302.95%-281.9pp |
| Employer contribution / active EE | $10,682 | $4,175+155.8% | $3,660+191.8% | $4,762+124.3% |
| Participant deferral / active EE | $11,329 | $4,958+128.5% | $4,371+159.2% | $5,983+89.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |