Filed December 12, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,241 | $78,707-24.7% | $117,861-49.7% | $70,126-15.5% |
| Participation rate | 92.7% | 73.2%+19.5pp | 79.7%+13.1pp | 69.5%+23.2pp |
| Annual return | 44.49% | 23.30%+21.2pp | 335.11%-290.6pp | 73.15%-28.7pp |
| Employer contribution / active EE | $3,446 | $2,223+55.0% | $3,786-9.0% | $2,343+47.1% |
| Participant deferral / active EE | $7,407 | $3,297+124.6% | $4,482+65.3% | $3,332+122.3% |
| Admin fee / account holder | $264 | $5,066-94.8% | $8,021-96.7% | $4,645-94.3% |