Filed November 12, 2019 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,470 | $60,128-27.7% | $90,440-51.9% | $79,852-45.6% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 15.97% | 71.95%-56.0pp | 1294.38%-1278.4pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,620 | $2,068-21.7% | $3,263-50.4% | $2,471-34.4% |
| Participant deferral / active EE | $1,940 | $2,939-34.0% | $3,964-51.1% | $3,740-48.1% |
| Admin fee / account holder | $103 | $3,977-97.4% | $5,615-98.2% | $5,306-98.1% |