Filed January 23, 2015 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,460 | $47,634+58.4% | $90,468-16.6% | $90,274-16.4% |
| Participation rate | 98.9% | 67.5%+31.4pp | 72.7%+26.2pp | 73.4%+25.5pp |
| Annual return | 18.23% | 19.61%-1.4pp | 1294.94%-1276.7pp | 53.97%-35.7pp |
| Employer contribution / active EE | $3,770 | $1,749+115.6% | $3,264+15.5% | $2,523+49.4% |
| Participant deferral / active EE | $6,144 | $2,824+117.6% | $3,964+55.0% | $4,231+45.2% |
| Admin fee / account holder | $54 | $106-49.2% | $5,614-99.0% | $114-52.8% |