Filed June 7, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,173 | $162,136-12.3% | $152,301-6.7% | $154,746-8.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 22.84% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $15,428 | $4,890+215.5% | $4,624+233.6% | $4,379+252.3% |
| Participant deferral / active EE | $3,493 | $8,341-58.1% | $8,004-56.4% | $6,730-48.1% |
| Admin fee / account holder | $159 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |