Filed October 7, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,529 | $100,805-37.0% | $86,698-26.7% | $134,532-52.8% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -11.79% | 29.09%-40.9pp | 35.95%-47.7pp | 418.27%-430.1pp |
| Employer contribution / active EE | $864 | $3,490-75.2% | $2,837-69.5% | $4,741-81.8% |
| Participant deferral / active EE | $2,379 | $5,339-55.4% | $4,656-48.9% | $6,401-62.8% |
| Admin fee / account holder | $2 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |