Filed July 14, 2016
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,278 | $72,465+39.8% | $67,575+49.9% | $145,884-30.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.37% | 7222.56%-7208.2pp | 3528.98%-3514.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62 | $5,515-98.9% | $3,993-98.5% | $13,392-99.5% |