Filed June 7, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,517 | $65,712-56.6% | $57,196-50.1% | $273,972-89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,784 | $3,280+76.3% | $2,683+115.6% | $4,869+18.8% |
| Participant deferral / active EE | $3,431 | $3,782-9.3% | $3,096+10.8% | $5,287-35.1% |
| Admin fee / account holder | $131 | $4,838-97.3% | $3,141-95.8% | $10,133-98.7% |