Filed June 7, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,400 | $148,623+12.0% | $135,974+22.4% | $139,466+19.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.06% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.6pp |
| Employer contribution / active EE | $6,404 | $5,246+22.1% | $4,859+31.8% | $4,754+34.7% |
| Participant deferral / active EE | $3,883 | $8,103-52.1% | $7,760-50.0% | $6,712-42.2% |
| Admin fee / account holder | $123 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |