Filed January 31, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,998 | $97,289-3.4% | $92,805+1.3% | $155,188-39.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | 19.60% | 29.03%-9.4pp | 31.59%-12.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $3,901 | $3,632+7.4% | $3,424+13.9% | $4,248-8.2% |
| Participant deferral / active EE | $8,012 | $8,795-8.9% | $8,448-5.2% | $6,531+22.7% |
| Admin fee / account holder | $50 | $12,015-99.6% | $10,911-99.5% | $14,480-99.7% |