Filed November 12, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,629 | $198,457-56.3% | $170,435-49.2% | $147,586-41.3% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 16.18% | 257.30%-241.1pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |