Filed April 6, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,898 | $65,704+181.4% | $94,229+96.2% | $59,633+210.1% |
| Participation rate | 80.5% | 72.1%+8.4pp | 78.8%+1.7pp | 68.7%+11.8pp |
| Annual return | 0.10% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $5,073 | $2,021+151.1% | $3,587+41.4% | $2,203+130.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $23 | $4,265-99.5% | $6,269-99.6% | $4,297-99.5% |