Filed July 22, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,926 | $167,504-78.6% | $151,628-76.3% | $134,509-73.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | 59.27% | 7.81%+51.5pp | 3.34%+55.9pp | 418.13%-358.9pp |
| Employer contribution / active EE | $13,755 | $6,828+101.5% | $6,165+123.1% | $4,741+190.2% |
| Participant deferral / active EE | $7,238 | $8,985-19.4% | $8,363-13.4% | $6,400+13.1% |
| Admin fee / account holder | $200 | $13,779-98.5% | $11,613-98.3% | $11,427-98.2% |