Filed October 23, 2020 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,070 | $84,936+61.4% | $111,303+23.1% | $79,393+72.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 18.96% | 17.45%+1.5pp | 54.66%-35.7pp | 116.87%-97.9pp |
| Employer contribution / active EE | $9,161 | $1,979+362.9% | $2,731+235.4% | $2,428+277.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $627-100.0% |