Filed April 2, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,990 | $109,905-22.7% | $98,506-13.7% | $167,553-49.3% |
| Participation rate | 79.2% | 75.8%+3.3pp | 73.3%+5.8pp | 82.1%-2.9pp |
| Annual return | 17.18% | 1960.20%-1943.0pp | 1494.92%-1477.7pp | 478.89%-461.7pp |
| Employer contribution / active EE | $4,281 | $3,226+32.7% | $2,961+44.6% | $4,840-11.6% |
| Participant deferral / active EE | $5,780 | $4,674+23.7% | $4,277+35.1% | $6,343-8.9% |
| Admin fee / account holder | $10 | $6,760-99.9% | $5,955-99.8% | $12,316-99.9% |