Filed September 1, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,603 | $88,702+126.2% | $81,780+145.3% | $145,978+37.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.23% | 1029.12%-1015.9pp | 776.27%-763.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $19,086 | $3,084+518.8% | $2,914+555.0% | $4,662+309.4% |
| Participant deferral / active EE | $17,559 | $4,645+278.0% | $4,321+306.4% | $6,690+162.5% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |