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 | $22,491 | $60,989-63.1% | $60,919-63.1% | $66,949-66.4% |
| Participation rate | 77.4% | 74.5%+2.9pp | 73.1%+4.3pp | 69.8%+7.6pp |
| Annual return | -13.11% | -9.60%-3.5pp | 16.96%-30.1pp | 1.57%-14.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,795 | $3,615+5.0% | $3,814-0.5% | $4,239-10.5% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |