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 | $52,353-42.8% | $120,225-75.1% | $82,448-63.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.71% | 61.85%-46.1pp | 439.23%-423.5pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,087 | $1,510-28.0% | $3,475-68.7% | $2,551-57.4% |
| Participant deferral / active EE | $830 | $2,627-68.4% | $3,999-79.2% | $4,139-79.9% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |