Filed April 19, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,497 | $42,383+47.5% | $76,518-18.3% | $64,173-2.6% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | -8.76% | -16.54%+7.8pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,529 | $1,563-2.2% | $2,647-42.3% | $2,381-35.8% |
| Participant deferral / active EE | $2,957 | $2,566+15.2% | $3,836-22.9% | $3,470-14.8% |
| Admin fee / account holder | $59 | $3,198-98.1% | $4,849-98.8% | $4,887-98.8% |