Filed October 7, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,234 | $103,392-45.6% | $87,104-35.4% | $152,897-63.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 13.77% | 28.10%-14.3pp | 28.19%-14.4pp | 345.43%-331.7pp |
| Employer contribution / active EE | $832 | $3,221-74.2% | $2,521-67.0% | $4,764-82.5% |
| Participant deferral / active EE | $2,610 | $4,778-45.4% | $4,048-35.5% | $5,851-55.4% |
| Admin fee / account holder | $21 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |