Filed June 26, 2019 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,060 | $157,276-72.0% | $141,177-68.8% | $152,885-71.2% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 23.30% | 64.33%-41.0pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $3,659 | $5,262-30.5% | $4,736-22.7% | $4,763-23.2% |
| Participant deferral / active EE | $6,897 | $7,110-3.0% | $6,710+2.8% | $5,851+17.9% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |