Filed February 19, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $346,414-100.0% | $336,625-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 51.5%-51.5pp | 47.3%-47.3pp |
| Annual return | 22.00% | 10.29%+11.7pp | 10.36%+11.6pp | 12.16%+9.8pp |
| Employer contribution / active EE | $28,947 | $54,462-46.8% | $52,561-44.9% | $44,747-35.3% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |