Filed February 5, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,186 | $88,707+112.1% | $74,184+153.7% | $273,972-31.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.20% | 11.94%-6.7pp | 17.74%-12.5pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,433 | $3,159-23.0% | $2,370+2.7% | $4,869-50.0% |
| Participant deferral / active EE | $4,402 | $4,212+4.5% | $3,550+24.0% | $5,287-16.7% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,133-100.0% |