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 | $26,380 | $65,582-59.8% | $64,097-58.8% | $71,529-63.1% |
| Participation rate | 82.7% | 73.2%+9.5pp | 72.3%+10.4pp | 67.9%+14.7pp |
| Annual return | 16.06% | 18.96%-2.9pp | 33.75%-17.7pp | 28.97%-12.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,627 | $3,6280% | $3,881-6.5% | $4,291-15.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |