Filed April 11, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,722 | $58,828-25.7% | $78,002-43.9% | $62,881-30.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 27.40% | 17.16%+10.2pp | 425.99%-398.6pp | 20.14%+7.3pp |
| Employer contribution / active EE | $5,263 | $1,672+214.8% | $2,470+113.1% | $2,281+130.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $172 | $4,393-96.1% | $5,481-96.9% | $4,296-96.0% |