Filed September 14, 2018 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,954 | $100,895-10.8% | $90,430-0.5% | $158,950-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.22% | 1725.54%-1711.3pp | 1293.73%-1279.5pp | 302.91%-288.7pp |
| Employer contribution / active EE | $4,690 | $3,689+27.2% | $3,262+43.8% | $4,762-1.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |