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 | $48,251 | $82,979-41.9% | $102,412-52.9% | $77,736-37.9% |
| Participation rate | 85.6% | 71.5%+14.0pp | 74.5%+11.0pp | 70.6%+15.0pp |
| Annual return | 26.75% | 19.11%+7.6pp | 24.94%+1.8pp | 31.26%-4.5pp |
| Employer contribution / active EE | $1,983 | $3,554-44.2% | $3,870-48.8% | $2,728-27.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |