Filed June 1, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,851 | $60,139-57.0% | $90,461-71.4% | $79,856-67.6% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 155.34% | 71.96%+83.4pp | 1294.76%-1139.4pp | 31.71%+123.6pp |
| Employer contribution / active EE | $2,327 | $2,069+12.5% | $3,264-28.7% | $2,471-5.8% |
| Participant deferral / active EE | $4,108 | $2,939+39.8% | $3,964+3.6% | $3,741+9.8% |
| Admin fee / account holder | $288 | $3,978-92.8% | $5,617-94.9% | $5,306-94.6% |