Filed June 7, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,352 | $99,017-58.2% | $86,587-52.2% | $147,585-72.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.58% | 1312.37%-1294.8pp | 964.86%-947.3pp | 578.56%-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 | $5,710-95.3% | $4,906-94.6% | $10,885-97.6% |