Filed October 21, 2021 (most recent of 4 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,989 | $102,661-3.6% | $151,645-34.7% | $66,949+47.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.42% | -10.81%-0.6pp | 3.34%-14.8pp | 1.57%-13.0pp |
| Employer contribution / active EE | $6,248 | $4,184+49.3% | $6,165+1.3% | $2,545+145.4% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |