Filed November 7, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,442 | $98,776-0.3% | $149,745-34.3% | $79,856+23.3% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.6pp |
| Annual return | 22.68% | 27.38%-4.7pp | 276.72%-254.0pp | 31.71%-9.0pp |
| Employer contribution / active EE | $2,920 | $3,217-9.3% | $4,646-37.2% | $2,471+18.1% |
| Participant deferral / active EE | $7,738 | $5,681+36.2% | $6,843+13.1% | $3,741+106.9% |
| Admin fee / account holder | $39 | $6,053-99.4% | $9,312-99.6% | $5,306-99.3% |