Filed June 15, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,829 | $106,008-26.6% | $92,240-15.6% | $147,586-47.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.54% | 50.05%-34.5pp | 176.29%-160.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $7,242 | $4,333+67.1% | $3,680+96.8% | $4,876+48.5% |
| Participant deferral / active EE | $7,033 | $4,478+57.1% | $3,897+80.5% | $5,439+29.3% |
| Admin fee / account holder | $284 | $6,333-95.5% | $5,194-94.5% | $10,886-97.4% |