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 | $139,932 | $65,434+113.9% | $98,483+42.1% | $85,847+63.0% |
| Participation rate | 87.2% | 65.0%+22.2pp | 73.3%+13.8pp | 69.3%+17.9pp |
| Annual return | 12.82% | 21.75%-8.9pp | 1494.38%-1481.6pp | 318.61%-305.8pp |
| Employer contribution / active EE | $6,015 | $2,169+177.3% | $2,961+103.2% | $2,565+134.5% |
| Participant deferral / active EE | $7,445 | $3,168+135.0% | $4,276+74.1% | $3,952+88.4% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |