Filed November 25, 2015
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,768 | $77,157-30.3% | $108,405-50.4% | $85,851-37.4% |
| Participation rate | 85.2% | 74.7%+10.5pp | 80.1%+5.0pp | 69.3%+15.9pp |
| Annual return | 31.72% | 44.55%-12.8pp | 905.55%-873.8pp | 318.63%-286.9pp |
| Employer contribution / active EE | $4,339 | $2,379+82.4% | $3,559+21.9% | $2,565+69.1% |
| Participant deferral / active EE | $6,014 | $5,567+8.0% | $6,563-8.4% | $3,952+52.2% |
| Admin fee / account holder | $186 | $5,174-96.4% | $7,297-97.5% | $6,261-97.0% |