Filed September 1, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,796 | $96,691+49.8% | $86,656+67.1% | $139,487+3.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.13% | 106.87%-91.7pp | 593.09%-578.0pp | 373.84%-358.7pp |
| Employer contribution / active EE | $17,903 | $3,267+448.0% | $3,025+491.8% | $4,755+276.5% |
| Participant deferral / active EE | $17,309 | $4,838+257.8% | $4,439+289.9% | $6,713+157.9% |
| Admin fee / account holder | $155 | $6,414-97.6% | $5,619-97.3% | $11,407-98.6% |