Filed April 6, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,788 | $78,707+100.5% | $117,861+33.9% | $70,126+125.0% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 17.23% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $4,719 | $2,223+112.2% | $3,786+24.6% | $2,343+101.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $5,066-99.9% | $8,021-100.0% | $4,645-99.9% |