Filed November 6, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,755 | $135,956-26.6% | $123,894-19.5% | $273,972-63.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.05% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,903 | $5,170-24.5% | $4,617-15.5% | $4,869-19.8% |
| Participant deferral / active EE | $6,243 | $6,343-1.6% | $5,984+4.3% | $5,287+18.1% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |