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 | $24,870 | $50,956-51.2% | $96,572-74.2% | $86,821-71.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 124.21% | 21.27%+102.9pp | 37.79%+86.4pp | 97.94%+26.3pp |
| Employer contribution / active EE | $2,354 | $1,111+111.9% | $2,357-0.2% | $2,406-2.2% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,183-100.0% | $170-100.0% |