Filed December 4, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,987 | $176,105-4.0% | $159,474+6.0% | $167,536+0.9% |
| Participation rate | 73.7% | 85.0%-11.3pp | 82.8%-9.1pp | 82.1%-8.4pp |
| Annual return | 14.16% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $276 | $12,559-97.8% | $10,802-97.4% | $12,315-97.8% |