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 | $54,779 | $130,294-58.0% | $170,057-67.8% | $71,529-23.4% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 28.35% | 20.36%+8.0pp | 53.42%-25.1pp | 28.97%-0.6pp |
| Employer contribution / active EE | $5,283 | $4,385+20.5% | $6,790-22.2% | $2,590+104.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |