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 | $58,275+113.4% | $81,844+51.9% | $80,935+53.6% |
| Participation rate | 91.1% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 12.67% | 41.82%-29.1pp | 778.87%-766.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $4,523 | $2,346+92.8% | $2,916+55.1% | $2,757+64.1% |
| Participant deferral / active EE | $7,184 | $3,285+118.7% | $4,323+66.2% | $4,299+67.1% |
| Admin fee / account holder | $6 | $4,749-99.9% | $7,355-99.9% | $6,924-99.9% |