Filed September 19, 2018 (most recent of 4 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $181,069-100.0% | $179,713-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 31.2%-31.2pp | 47.3%-47.3pp |
| Annual return | 7.50% | 7.09%+0.4pp | 8.22%-0.7pp | 12.16%-4.7pp |
| Employer contribution / active EE | $0 | $53,926-100.0% | $46,636-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $1,804-100.0% | $1,719-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $1,392-100.0% | $17,640-100.0% |