Filed January 21, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,817 | $45,050-29.4% | $63,018-49.5% | $70,126-54.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 22.65% | 18.76%+3.9pp | 87.62%-65.0pp | 73.15%-50.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,225 | $2,466-9.8% | $3,330-33.2% | $3,332-33.2% |
| Admin fee / account holder | $28 | $2,834-99.0% | $3,601-99.2% | $4,645-99.4% |