Filed June 7, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,352 | $99,011-58.2% | $86,582-52.2% | $147,586-72.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.58% | 1312.75%-1295.2pp | 965.08%-947.5pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,791 | $3,132+84.9% | $2,839+104.0% | $4,876+18.8% |
| Participant deferral / active EE | $2,898 | $3,972-27.0% | $3,609-19.7% | $5,439-46.7% |
| Admin fee / account holder | $266 | $5,709-95.3% | $4,904-94.6% | $10,886-97.6% |