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 | $100,149 | $156,963-36.2% | $121,204-17.4% | $139,466-28.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.50% | 1476.75%-1456.2pp | 987.18%-966.7pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,180 | $5,544-60.7% | $4,170-47.7% | $4,754-54.1% |
| Participant deferral / active EE | $3,061 | $4,848-36.9% | $4,083-25.0% | $6,712-54.4% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |