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 | $49,296 | $49,471-0.4% | $79,583-38.1% | $66,949-26.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 6.94% | 84.30%-77.4pp | 0.16%+6.8pp | 1.57%+5.4pp |
| Employer contribution / active EE | $5,954 | $1,266+370.2% | $2,414+146.7% | $2,545+133.9% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |