Filed April 15, 2021 (most recent of 6 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 15.72% | 9.18%+6.5pp | 380.71%-365.0pp | 9.29%+6.4pp |
| Employer contribution / active EE | $25,155 | $20,046+25.5% | $45,089-44.2% | $15,168+65.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |