Filed July 8, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,611 | $92,743-91.8% | $82,744-90.8% | $134,532-94.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.55% | 946.63%-966.2pp | 702.22%-721.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $4,564 | $3,273+39.4% | $3,008+51.7% | $4,741-3.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30 | $5,977-99.5% | $5,325-99.4% | $11,429-99.7% |