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 | $172,237 | $162,529+6.0% | $130,788+31.7% | $154,746+11.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.90% | 510.48%-494.6pp | 386.44%-370.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,629 | $4,447-63.4% | $3,558-54.2% | $4,379-62.8% |
| Participant deferral / active EE | $4,182 | $4,808-13.0% | $4,137+1.1% | $6,730-37.9% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |