Filed June 25, 2018 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,001 | $88,778+9.3% | $81,844+18.5% | $145,884-33.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.59% | 1033.03%-1020.4pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,414 | $3,087+10.6% | $2,916+17.1% | $4,662-26.8% |
| Participant deferral / active EE | $9,996 | $4,648+115.1% | $4,323+131.2% | $6,690+49.4% |
| Admin fee / account holder | $148 | $8,430-98.2% | $7,355-98.0% | $13,392-98.9% |