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 | $53,923 | $98,766-45.4% | $149,730-64.0% | $79,852-32.5% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 22.49% | 27.43%-4.9pp | 276.70%-254.2pp | 31.72%-9.2pp |
| Employer contribution / active EE | $3,108 | $3,217-3.4% | $4,645-33.1% | $2,471+25.8% |
| Participant deferral / active EE | $5,373 | $5,681-5.4% | $6,843-21.5% | $3,740+43.7% |
| Admin fee / account holder | $92 | $6,052-98.5% | $9,310-99.0% | $5,306-98.3% |