Filed October 1, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,104 | $83,908+187.3% | $68,509+251.9% | $125,389+92.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.34% | 14.48%-15.8pp | 8.27%-9.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $12,618 | $3,031+316.3% | $2,278+454.0% | $4,866+159.3% |
| Participant deferral / active EE | $7,847 | $4,125+90.2% | $3,382+132.0% | $5,352+46.6% |
| Admin fee / account holder | $16 | $8,982-99.8% | $5,275-99.7% | $9,541-99.8% |