Filed April 6, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,568 | $65,704-4.8% | $94,229-33.6% | $59,633+4.9% |
| Participation rate | 93.0% | 72.1%+20.9pp | 78.8%+14.3pp | 68.7%+24.4pp |
| Annual return | 17.63% | 5.22%+12.4pp | 10.68%+6.9pp | 2041.45%-2023.8pp |
| Employer contribution / active EE | $2,735 | $2,021+35.3% | $3,587-23.8% | $2,203+24.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7 | $4,265-99.8% | $6,269-99.9% | $4,297-99.8% |