Filed May 22, 2020 (most recent of 4 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $349,454-100.0% | $250,061-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.9%-46.9pp | 46.0%-46.0pp | 43.7%-43.7pp |
| Annual return | 12.39% | 7.41%+5.0pp | 7.82%+4.6pp | 13.05%-0.7pp |
| Employer contribution / active EE | $9,480 | $40,226-76.4% | $31,823-70.2% | $37,664-74.8% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $31,365-100.0% |