Filed June 4, 2020 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,484 | $64,176-5.8% | $112,263-46.1% | $66,949-9.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 156.55% | -13.80%+170.3pp | 27.49%+129.1pp | 1.57%+155.0pp |
| Employer contribution / active EE | $7,120 | $3,007+136.8% | $3,636+95.8% | $2,545+179.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |