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 | $98,449 | $152,591-35.5% | $117,529-16.2% | $134,545-26.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.48% | 53.04%-69.5pp | 29.77%-46.2pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,819 | $5,576-67.4% | $4,179-56.5% | $4,742-61.6% |
| Participant deferral / active EE | $1,931 | $4,821-60.0% | $4,072-52.6% | $6,401-69.8% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |