Filed October 15, 2015 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,040 | $31,810+35.3% | $64,105-32.9% | $59,188-27.3% |
| Participation rate | 98.8% | 57.7%+41.1pp | 68.2%+30.7pp | 69.4%+29.4pp |
| Annual return | 19.96% | 9.41%+10.6pp | 791.24%-771.3pp | 5.51%+14.5pp |
| Employer contribution / active EE | $2,080 | $659+215.4% | $1,820+14.3% | $2,098-0.9% |
| Participant deferral / active EE | $0 | $1,582-100.0% | $2,822-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $57-100.0% | $4,499-100.0% | $92-100.0% |