Filed February 18, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,407 | $138,102-68.6% | $125,381-65.4% | $134,532-67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.89% | 750.73%-753.6pp | 572.31%-575.2pp | 418.27%-421.2pp |
| Employer contribution / active EE | $24,875 | $5,245+374.2% | $4,815+416.6% | $4,741+424.7% |
| Participant deferral / active EE | $11,962 | $7,801+53.3% | $7,448+60.6% | $6,401+86.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |