Filed June 7, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,336 | $160,040-10.4% | $147,096-2.6% | $145,877-1.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.84% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $5,088 | $5,289-3.8% | $4,936+3.1% | $4,663+9.1% |
| Participant deferral / active EE | $2,887 | $8,429-65.8% | $8,071-64.2% | $6,691-56.9% |
| Admin fee / account holder | $114 | $15,050-99.2% | $13,005-99.1% | $13,402-99.2% |