Filed October 28, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,443 | $77,419-69.7% | $69,461-66.3% | $152,885-84.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.6%+3.2pp | 82.5%-4.7pp |
| Annual return | 7.21% | 39.07%-31.9pp | 28.97%-21.8pp | 345.39%-338.2pp |
| Employer contribution / active EE | $1,619 | $3,315-51.2% | $2,779-41.7% | $4,763-66.0% |
| Participant deferral / active EE | $3,655 | $4,414-17.2% | $3,536+3.4% | $5,851-37.5% |
| Admin fee / account holder | $102 | $6,207-98.4% | $3,840-97.4% | $11,598-99.1% |