Filed March 12, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,764 | $76,551-66.3% | $123,894-79.2% | $62,881-59.0% |
| Participation rate | 82.0% | 73.0%+9.0pp | 81.4%+0.6pp | 69.3%+12.7pp |
| Annual return | 121.02% | 18.68%+102.3pp | 47.52%+73.5pp | 20.14%+100.9pp |
| Employer contribution / active EE | $4,258 | $2,882+47.7% | $4,617-7.8% | $2,281+86.7% |
| Participant deferral / active EE | $5,584 | $4,840+15.4% | $5,984-6.7% | $3,203+74.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |