Filed July 14, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,585 | $106,008+88.3% | $92,240+116.4% | $147,586+35.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.78% | 50.05%-34.3pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $13,848 | $4,333+219.6% | $3,680+276.4% | $4,876+184.0% |
| Participant deferral / active EE | $6,840 | $4,478+52.7% | $3,897+75.5% | $5,439+25.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |