Filed April 7, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,498 | $160,028-34.1% | $147,080-28.3% | $145,884-27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $28,384 | $5,286+437.0% | $4,933+475.4% | $4,662+508.8% |
| Participant deferral / active EE | $18,423 | $8,422+118.7% | $8,066+128.4% | $6,690+175.4% |
| Admin fee / account holder | $75 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |