Filed November 8, 2017 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,270 | $121,341+30.4% | $189,545-16.5% | $79,389+99.4% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.8%+9.9pp | 70.7%+27.0pp |
| Annual return | 15.04% | 21.08%-6.0pp | 555.36%-540.3pp | 116.89%-101.8pp |
| Employer contribution / active EE | $8,313 | $3,915+112.4% | $6,162+34.9% | $2,428+242.4% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |