Filed April 28, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,937 | $124,425-63.1% | $112,040-59.0% | $137,256-66.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.75% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,821 | $3,411+12.0% | $2,954+29.4% | $4,156-8.1% |
| Participant deferral / active EE | $2,419 | $5,718-57.7% | $5,098-52.6% | $6,407-62.2% |
| Admin fee / account holder | $280 | $15,207-98.2% | $12,098-97.7% | $12,270-97.7% |