Filed February 5, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,779 | $124,425+90.3% | $112,040+111.3% | $137,256+72.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 17.83% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,256 | $3,411-33.9% | $2,954-23.6% | $4,156-45.7% |
| Participant deferral / active EE | $3,973 | $5,718-30.5% | $5,098-22.1% | $6,407-38.0% |
| Admin fee / account holder | $69 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |