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 | $26,691 | $77,677-65.6% | $109,173-75.6% | $79,391-66.4% |
| Participation rate | 98.0% | 67.8%+30.2pp | 75.9%+22.1pp | 70.7%+27.3pp |
| Annual return | 14.47% | 23.44%-9.0pp | 25.75%-11.3pp | 116.88%-102.4pp |
| Employer contribution / active EE | $1,619 | $2,798-42.1% | $3,723-56.5% | $2,428-33.3% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |