Filed January 21, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,753 | $39,132-26.5% | $57,196-49.7% | $62,881-54.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.35% | 9.24%-3.9pp | 14.59%-9.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,251 | $2,374-5.2% | $3,096-27.3% | $3,203-29.7% |
| Admin fee / account holder | $160 | $2,594-93.8% | $3,141-94.9% | $4,296-96.3% |