Filed January 7, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,283 | $64,729+240.3% | $112,263+96.2% | $68,490+221.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 167.80% | -11.40%+179.2pp | 27.49%+140.3pp | -7.85%+175.7pp |
| Employer contribution / active EE | $2,893 | $2,746+5.3% | $3,636-20.4% | $2,597+11.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |