Filed April 28, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,937 | $136,860-66.4% | $120,344-61.8% | $154,746-70.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.75% | 21.38%-6.6pp | 20.30%-5.6pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,821 | $3,533+8.2% | $3,020+26.5% | $4,379-12.7% |
| Participant deferral / active EE | $2,419 | $5,793-58.3% | $5,135-52.9% | $6,730-64.1% |
| Admin fee / account holder | $280 | $15,393-98.2% | $12,742-97.8% | $14,365-98.1% |