Filed July 19, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,055 | $61,125-37.7% | $94,057-59.5% | $87,485-56.5% |
| Participation rate | 73.1% | 64.1%+9.0pp | 73.3%-0.3pp | 68.9%+4.1pp |
| Annual return | 19.56% | 35.20%-15.6pp | 480.62%-461.1pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,599 | $2,136-25.2% | $2,933-45.5% | $2,596-38.4% |
| Participant deferral / active EE | $4,526 | $3,260+38.8% | $4,709-3.9% | $4,274+5.9% |
| Admin fee / account holder | $242 | $5,629-95.7% | $7,244-96.7% | $7,775-96.9% |