Filed October 28, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,443 | $77,449-69.7% | $69,483-66.3% | $152,909-84.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.6%+3.2pp | 82.5%-4.7pp |
| Annual return | 7.21% | 39.09%-31.9pp | 28.99%-21.8pp | 345.46%-338.3pp |
| Employer contribution / active EE | $1,619 | $3,316-51.2% | $2,780-41.7% | $4,764-66.0% |
| Participant deferral / active EE | $3,655 | $4,415-17.2% | $3,537+3.3% | $5,851-37.5% |
| Admin fee / account holder | $102 | $6,210-98.4% | $3,841-97.4% | $11,601-99.1% |