Filed February 19, 2019 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,597 | $57,921-64.4% | $84,753-75.7% | $57,658-64.3% |
| Participation rate | 97.2% | 72.9%+24.3pp | 76.6%+20.6pp | 70.2%+27.0pp |
| Annual return | 14.42% | 10.24%+4.2pp | 22.78%-8.4pp | 5.13%+9.3pp |
| Employer contribution / active EE | $517 | $2,598-80.1% | $3,574-85.5% | $1,974-73.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |