Filed September 4, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,491 | $108,701+5.3% | $74,723+53.2% | $152,909-25.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 3.61% | 114.12%-110.5pp | 753.18%-749.6pp | 345.46%-341.9pp |
| Employer contribution / active EE | $3,706 | $1,504+146.4% | $1,084+241.8% | $4,764-22.2% |
| Participant deferral / active EE | $2,596 | $2,709-4.2% | $1,962+32.3% | $5,851-55.6% |
| Admin fee / account holder | $70 | $4,906-98.6% | $3,335-97.9% | $11,601-99.4% |