Filed January 27, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,454 | $72,177-64.7% | $115,038-77.9% | $59,633-57.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.53% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $6,630 | $2,841+133.4% | $4,608+43.9% | $2,203+201.0% |
| Participant deferral / active EE | $4,792 | $4,783+0.2% | $6,026-20.5% | $3,192+50.1% |
| Admin fee / account holder | $130 | $4,927-97.4% | $8,175-98.4% | $4,297-97.0% |