Filed August 25, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,904 | $183,627-39.1% | $155,602-28.1% | $145,978-23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $22,262 | $5,316+318.7% | $4,675+376.2% | $4,662+377.5% |
| Participant deferral / active EE | $16,451 | $6,466+154.4% | $5,629+192.3% | $6,690+145.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |