Filed March 13, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,600 | $76,551-50.9% | $123,894-69.7% | $62,881-40.2% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,800 | $2,882+31.8% | $4,617-17.7% | $2,281+66.6% |
| Participant deferral / active EE | $4,804 | $4,840-0.7% | $5,984-19.7% | $3,203+50.0% |
| Admin fee / account holder | $198 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |