Filed September 9, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,759 | $102,422-70.9% | $147,117-79.8% | $80,959-63.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.77% | 135.16%-114.4pp | 420.54%-399.8pp | 35.67%-14.9pp |
| Employer contribution / active EE | $1,611 | $3,717-56.7% | $4,932-67.3% | $2,757-41.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $287 | $7,953-96.4% | $12,993-97.8% | $6,925-95.9% |