Filed March 24, 2017
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,199 | $45,050-46.3% | $63,018-61.6% | $70,126-65.5% |
| Participation rate | 98.3% | 69.5%+28.8pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 12.08% | 18.76%-6.7pp | 87.62%-75.5pp | 73.15%-61.1pp |
| Employer contribution / active EE | $3,200 | $2,052+56.0% | $2,761+15.9% | $2,343+36.6% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $260 | $2,834-90.8% | $3,601-92.8% | $4,645-94.4% |