Filed September 9, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,759 | $102,429-70.9% | $147,096-79.8% | $80,925-63.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.77% | 135.02%-114.3pp | 419.75%-399.0pp | 35.65%-14.9pp |
| Employer contribution / active EE | $1,611 | $3,716-56.6% | $4,936-67.4% | $2,756-41.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $287 | $7,957-96.4% | $13,005-97.8% | $6,940-95.9% |