Filed March 22, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,905 | $152,612+7.4% | $125,192+30.9% | $152,897+7.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.08% | 54.85%-31.8pp | 43.79%-20.7pp | 345.43%-322.3pp |
| Employer contribution / active EE | $8,126 | $4,947+64.3% | $3,866+110.2% | $4,764+70.6% |
| Participant deferral / active EE | $4,247 | $5,868-27.6% | $4,937-14.0% | $5,851-27.4% |
| Admin fee / account holder | $51 | $13,437-99.6% | $9,704-99.5% | $11,599-99.6% |