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 | $25,988 | $106,236-75.5% | $112,263-76.9% | $64,824-59.9% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.1%+22.7pp | 71.5%+26.3pp |
| Annual return | 4.42% | -6.02%+10.4pp | 27.49%-23.1pp | 32.84%-28.4pp |
| Employer contribution / active EE | $749 | $3,167-76.3% | $3,636-79.4% | $2,507-70.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |