Filed July 19, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,055 | $51,638-26.3% | $68,368-44.3% | $82,448-53.8% |
| Participation rate | 73.1% | 63.6%+9.5pp | 73.8%-0.7pp | 68.1%+5.0pp |
| Annual return | 19.56% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,599 | $2,047-21.9% | $2,649-39.7% | $2,551-37.3% |
| Participant deferral / active EE | $4,526 | $2,914+55.4% | $4,123+9.8% | $4,139+9.4% |
| Admin fee / account holder | $242 | $4,643-94.8% | $5,150-95.3% | $7,234-96.6% |