Filed September 28, 2019 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,971 | $90,486+27.1% | $78,676+46.1% | $273,972-58.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.12% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $10,492 | $3,175+230.5% | $2,850+268.2% | $4,869+115.5% |
| Participant deferral / active EE | $11,060 | $3,901+183.5% | $3,517+214.5% | $5,287+109.2% |
| Admin fee / account holder | $296 | $5,263-94.4% | $4,510-93.4% | $10,133-97.1% |