Filed September 17, 2015 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,168 | $84,948+136.8% | $70,476+185.4% | $73,412+174.0% |
| Participation rate | 99.7% | 79.9%+19.7pp | 75.1%+24.6pp | 72.2%+27.5pp |
| Annual return | 12.97% | 13.39%-0.4pp | 109.12%-96.1pp | 59.30%-46.3pp |
| Employer contribution / active EE | $10,123 | $2,834+257.2% | $2,738+269.7% | $2,234+353.2% |
| Participant deferral / active EE | $3,693 | $3,387+9.0% | $3,710-0.5% | $3,806-3.0% |
| Admin fee / account holder | $1 | $98-99.2% | $3,847-100.0% | $158-99.5% |