Filed July 12, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,766 | $77,638+175.3% | $156,551+36.5% | $62,881+240.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.19% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,755 | $3,444+38.1% | $5,501-13.6% | $2,281+108.5% |
| Participant deferral / active EE | $3,483 | $3,046+14.4% | $4,871-28.5% | $3,203+8.8% |
| Admin fee / account holder | $165 | $5,561-97.0% | $13,028-98.7% | $4,296-96.1% |