Filed November 27, 2018 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,356 | $58,311+113.3% | $81,882+51.9% | $80,959+53.6% |
| Participation rate | 91.1% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 12.67% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,523 | $2,347+92.7% | $2,916+55.1% | $2,757+64.0% |
| Participant deferral / active EE | $7,184 | $3,287+118.6% | $4,323+66.2% | $4,300+67.1% |
| Admin fee / account holder | $6 | $4,752-99.9% | $7,360-99.9% | $6,925-99.9% |