Filed October 15, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,527 | $171,867-76.4% | $149,721-72.9% | $147,586-72.5% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 11.89% | 2113.36%-2101.5pp | 1501.67%-1489.8pp | 578.59%-566.7pp |
| Employer contribution / active EE | $8,837 | $6,275+40.8% | $5,444+62.3% | $4,876+81.2% |
| Participant deferral / active EE | $5,906 | $7,270-18.8% | $6,568-10.1% | $5,439+8.6% |
| Admin fee / account holder | $179 | $13,799-98.7% | $11,282-98.4% | $10,886-98.4% |