Filed February 19, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,613 | $56,484+25.0% | $169,452-58.3% | $64,173+10.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.09% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $6,326 | $1,832+245.2% | $4,157+52.2% | $2,381+165.7% |
| Participant deferral / active EE | $4,301 | $3,448+24.8% | $5,277-18.5% | $3,470+24.0% |
| Admin fee / account holder | $224 | $4,174-94.6% | $9,110-97.5% | $4,887-95.4% |