Filed June 24, 2015 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,295 | $121,341+1.6% | $189,545-35.0% | $79,389+55.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 51.11% | 21.08%+30.0pp | 555.36%-504.2pp | 116.89%-65.8pp |
| Employer contribution / active EE | $4,175 | $3,915+6.6% | $6,162-32.3% | $2,428+71.9% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |