Filed February 11, 2019 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,948 | $56,431-46.9% | $130,788-77.1% | $87,485-65.8% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 15.71% | 91.27%-75.6pp | 386.44%-370.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,087 | $1,549-29.8% | $3,558-69.5% | $2,596-58.1% |
| Participant deferral / active EE | $830 | $2,749-69.8% | $4,137-79.9% | $4,274-80.6% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |