Filed June 24, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,577 | $70,366+122.5% | $66,674+134.8% | $138,895+12.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.92% | 386.41%-368.5pp | 321.24%-303.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $8,117 | $2,765+193.6% | $2,620+209.8% | $4,194+93.5% |
| Participant deferral / active EE | $9,169 | $4,374+109.6% | $4,084+124.5% | $6,396+43.3% |
| Admin fee / account holder | $83 | $5,262-98.4% | $5,098-98.4% | $12,562-99.3% |