Filed April 29, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,292 | $150,446+55.7% | $136,297+71.9% | $147,585+58.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.94% | 1049.14%-1028.2pp | 5156.19%-5135.3pp | 578.58%-557.6pp |
| Employer contribution / active EE | $9,295 | $5,256+76.8% | $4,696+98.0% | $4,876+90.6% |
| Participant deferral / active EE | $8,214 | $6,631+23.9% | $6,247+31.5% | $5,439+51.0% |
| Admin fee / account holder | $55 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |