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 | $40,796 | $93,010-56.1% | $96,538-57.7% | $74,473-45.2% |
| Participation rate | 97.6% | 71.6%+26.0pp | 74.3%+23.3pp | 70.7%+26.9pp |
| Annual return | 37.11% | 37.50%-0.4pp | 35.74%+1.4pp | 34.36%+2.8pp |
| Employer contribution / active EE | $2,397 | $3,427-30.1% | $3,740-35.9% | $2,638-9.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |