Filed March 9, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,169 | $165,399-65.4% | $149,745-61.8% | $158,982-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.09% | 348.34%-314.2pp | 276.72%-242.6pp | 302.99%-268.9pp |
| Employer contribution / active EE | $12,110 | $5,105+137.2% | $4,646+160.7% | $4,763+154.3% |
| Participant deferral / active EE | $12,187 | $7,183+69.7% | $6,843+78.1% | $5,983+103.7% |
| Admin fee / account holder | $270 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |