Filed June 6, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,925 | $96,508-75.2% | $75,901-68.5% | $152,897-84.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.87% | 33.99%-13.1pp | 30.76%-9.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,072 | $3,310-67.6% | $2,501-57.1% | $4,764-77.5% |
| Participant deferral / active EE | $1,278 | $4,554-71.9% | $3,603-64.5% | $5,851-78.2% |
| Admin fee / account holder | $185 | $8,081-97.7% | $5,420-96.6% | $11,599-98.4% |