Filed January 21, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,296 | $64,311-56.0% | $57,356-50.7% | $125,389-77.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.46% | 25.14%-22.7pp | 24.41%-21.9pp | 282.24%-279.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,436 | $3,846-36.7% | $3,162-23.0% | $5,352-54.5% |
| Admin fee / account holder | $33 | $5,243-99.4% | $3,357-99.0% | $9,541-99.7% |