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 | $59,692 | $165,939-64.0% | $122,354-51.2% | $147,586-59.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.98% | 34.56%-18.6pp | 30.28%-14.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $4,501 | $5,754-21.8% | $4,051+11.1% | $4,876-7.7% |
| Participant deferral / active EE | $7,284 | $4,005+81.9% | $3,287+121.6% | $5,439+33.9% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |