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 | $28,379 | $65,582-56.7% | $64,097-55.7% | $71,529-60.3% |
| Participation rate | 99.2% | 73.2%+26.0pp | 72.3%+26.9pp | 67.9%+31.2pp |
| Annual return | 15.39% | 18.96%-3.6pp | 33.75%-18.4pp | 28.97%-13.6pp |
| Employer contribution / active EE | $4,469 | $2,671+67.4% | $2,750+62.5% | $2,590+72.6% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |