Filed February 5, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,779 | $138,312+71.2% | $122,979+92.5% | $155,188+52.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 17.83% | 22.06%-4.2pp | 20.12%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,256 | $3,530-36.1% | $3,062-26.3% | $4,248-46.9% |
| Participant deferral / active EE | $3,973 | $5,592-29.0% | $5,003-20.6% | $6,531-39.2% |
| Admin fee / account holder | $69 | $15,089-99.5% | $12,864-99.5% | $14,480-99.5% |