Filed December 16, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,312 | $79,955+190.6% | $98,461+135.9% | $75,173+209.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 49.27% | 19.75%+29.5pp | 21.17%+28.1pp | 160.72%-111.5pp |
| Employer contribution / active EE | $1,827 | $2,264-19.3% | $3,049-40.1% | $2,671-31.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $150 | $6,841-97.8% | $8,961-98.3% | $5,651-97.3% |