Filed September 4, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,491 | $108,673+5.4% | $74,713+53.2% | $152,870-25.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 3.61% | 114.08%-110.5pp | 752.99%-749.4pp | 345.34%-341.7pp |
| Employer contribution / active EE | $3,706 | $1,503+146.5% | $1,084+241.9% | $4,763-22.2% |
| Participant deferral / active EE | $2,596 | $2,713-4.3% | $1,964+32.2% | $5,850-55.6% |
| Admin fee / account holder | $70 | $4,904-98.6% | $3,334-97.9% | $11,597-99.4% |