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 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 9.74% | 8.35%+1.4pp | 9.78%0pp | 18.35%-8.6pp |
| Employer contribution / active EE | $25,254 | $16,968+48.8% | $46,889-46.1% | $14,669+72.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |