Filed February 5, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,244 | $92,219+159.4% | $76,767+211.7% | $135,380+76.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -6.65% | 5.46%-12.1pp | 2.43%-9.1pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,583 | $3,216-19.7% | $2,485+3.9% | $4,779-46.0% |
| Participant deferral / active EE | $5,549 | $4,508+23.1% | $3,852+44.1% | $5,609-1.1% |
| Admin fee / account holder | $157 | $10,749-98.5% | $6,675-97.6% | $10,828-98.6% |