Filed February 5, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,779 | $136,860+73.0% | $120,344+96.8% | $154,746+53.0% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 17.83% | 21.38%-3.5pp | 20.30%-2.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,256 | $3,533-36.2% | $3,020-25.3% | $4,379-48.5% |
| Participant deferral / active EE | $3,973 | $5,793-31.4% | $5,135-22.6% | $6,730-41.0% |
| Admin fee / account holder | $69 | $15,393-99.6% | $12,742-99.5% | $14,365-99.5% |