Filed January 4, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,824 | $183,978-46.3% | $162,171-39.1% | $152,885-35.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 252.80% | 150.78%+102.0pp | 115.60%+137.2pp | 345.39%-92.6pp |
| Employer contribution / active EE | $6,092 | $6,370-4.4% | $5,613+8.5% | $4,763+27.9% |
| Participant deferral / active EE | $13,778 | $8,033+71.5% | $7,297+88.8% | $5,851+135.5% |
| Admin fee / account holder | $3 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |