Filed January 21, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,992 | $45,041-71.2% | $63,003-79.4% | $70,131-81.5% |
| Participation rate | 92.9% | 69.5%+23.3pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 19.93% | 18.76%+1.2pp | 87.59%-67.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,836 | $2,052-10.5% | $2,760-33.5% | $2,342-21.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $107 | $2,836-96.2% | $3,600-97.0% | $4,645-97.7% |