Filed October 30, 2019
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,438 | $131,835+10.3% | $108,582+33.9% | $273,972-46.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.82% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $16,465 | $4,913+235.1% | $3,758+338.1% | $4,869+238.2% |
| Participant deferral / active EE | $10,915 | $5,127+112.9% | $4,311+153.2% | $5,287+106.4% |
| Admin fee / account holder | $20 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |