Filed January 14, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,823 | $145,431+9.9% | $211,142-24.3% | $87,485+82.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.06% | 27.21%-11.2pp | 46.84%-30.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $5,427 | $4,662+16.4% | $6,442-15.8% | $2,596+109.0% |
| Participant deferral / active EE | $4,078 | $6,859-40.5% | $9,284-56.1% | $4,274-4.6% |
| Admin fee / account holder | $221 | $17,052-98.7% | $19,076-98.8% | $7,775-97.2% |