Filed April 28, 2020 (most recent of 5 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,452-100.0% | $148,425-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 35.1%-35.1pp | 46.4%-46.4pp |
| Annual return | -5.45% | 45.55%-51.0pp | 38.14%-43.6pp | -82.67%+77.2pp |
| Employer contribution / active EE | $20,000 | $40,549-50.7% | $34,245-41.6% | $43,771-54.3% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,245-100.0% | $10,234-100.0% | $11,204-100.0% |