Filed April 7, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,498 | $159,978-34.1% | $147,041-28.3% | $145,978-27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 98.36%-88.2pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $28,384 | $5,288+436.7% | $4,935+475.2% | $4,662+508.9% |
| Participant deferral / active EE | $18,423 | $8,429+118.6% | $8,071+128.3% | $6,690+175.4% |
| Admin fee / account holder | $75 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |