Filed March 20, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,728 | $43,338+26.3% | $59,887-8.6% | $64,173-14.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.05% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $1,886 | $2,030-7.1% | $2,722-30.7% | $2,381-20.8% |
| Participant deferral / active EE | $3,865 | $2,547+51.7% | $3,402+13.6% | $3,470+11.4% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |