Filed April 22, 2016 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,644 | $59,220-6.0% | $96,570-42.4% | $79,391-29.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 39.48% | 27.08%+12.4pp | 37.79%+1.7pp | 116.88%-77.4pp |
| Employer contribution / active EE | $4,528 | $1,216+272.3% | $2,357+92.1% | $2,428+86.5% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |