Filed August 20, 2020 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,288 | $79,124-49.1% | $60,899-33.8% | $64,814-37.8% |
| Participation rate | 95.6% | 77.7%+17.9pp | 73.1%+22.5pp | 71.5%+24.2pp |
| Annual return | -13.29% | -7.13%-6.2pp | 16.92%-30.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $2,200 | $3,050-27.9% | $2,702-18.6% | $2,507-12.2% |
| Participant deferral / active EE | $3,009 | $3,725-19.2% | $3,817-21.2% | $4,310-30.2% |
| Admin fee / account holder | $122 | $106+15.8% | $3,225-96.2% | $188-34.8% |