Filed January 9, 2020
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,926 | $69,541+14.9% | $59,899+33.4% | $135,380-41.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -54.97% | 7.95%-62.9pp | 3.46%-58.4pp | 519.81%-574.8pp |
| Employer contribution / active EE | $7,644 | $3,236+136.2% | $2,723+180.7% | $4,779+60.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $101 | $5,737-98.2% | $3,592-97.2% | $10,828-99.1% |