Filed March 31, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,654 | $67,411+12.2% | $91,004-16.9% | $70,124+7.9% |
| Participation rate | 90.3% | 71.4%+19.0pp | 75.6%+14.7pp | 69.5%+20.8pp |
| Annual return | 21.34% | -40.16%+61.5pp | 4.60%+16.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $5,280 | $1,786+195.6% | $2,456+115.0% | $2,342+125.4% |
| Participant deferral / active EE | $10,370 | $2,823+267.4% | $3,548+192.3% | $3,332+211.2% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |