Filed January 31, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,998 | $107,666-12.7% | $102,184-8.0% | $154,746-39.3% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 19.60% | 29.33%-9.7pp | 31.58%-12.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,901 | $3,846+1.4% | $3,594+8.5% | $4,379-10.9% |
| Participant deferral / active EE | $8,012 | $8,719-8.1% | $8,309-3.6% | $6,730+19.0% |
| Admin fee / account holder | $50 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |