Filed October 1, 2021 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,250 | $60,989-58.6% | $60,919-58.6% | $66,949-62.3% |
| Participation rate | 97.0% | 74.5%+22.5pp | 73.1%+23.9pp | 69.8%+27.1pp |
| Annual return | -12.43% | -9.60%-2.8pp | 16.96%-29.4pp | 1.57%-14.0pp |
| Employer contribution / active EE | $4,371 | $2,661+64.3% | $2,704+61.6% | $2,545+71.7% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |