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 | $113,383 | $185,225-38.8% | $142,898-20.7% | $167,536-32.3% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 20.50% | 8558.12%-8537.6pp | 5639.64%-5619.1pp | 478.82%-458.3pp |
| Employer contribution / active EE | $2,851 | $5,607-49.1% | $4,146-31.2% | $4,839-41.1% |
| Participant deferral / active EE | $3,369 | $4,496-25.1% | $3,838-12.2% | $6,342-46.9% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |