Filed February 3, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,638 | $232,540-80.8% | $185,117-75.9% | $147,585-69.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.56% | 43.03%-30.5pp | 40.50%-27.9pp | 578.57%-566.0pp |
| Employer contribution / active EE | $2,673 | $5,195-48.5% | $4,182-36.1% | $4,876-45.2% |
| Participant deferral / active EE | $7,629 | $5,834+30.8% | $5,045+51.2% | $5,439+40.3% |
| Admin fee / account holder | $273 | $10,275-97.3% | $8,159-96.7% | $10,885-97.5% |