Filed March 2, 2020 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,708 | $53,128+183.7% | $86,582+74.1% | $70,126+114.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.98% | 27.66%-14.7pp | 965.08%-952.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $9,748 | $2,068+371.4% | $2,839+243.3% | $2,343+316.1% |
| Participant deferral / active EE | $4,816 | $2,695+78.7% | $3,609+33.5% | $3,332+44.5% |
| Admin fee / account holder | $208 | $3,584-94.2% | $4,904-95.8% | $4,645-95.5% |