Filed March 22, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,627 | $166,131-37.6% | $164,975-37.2% | $145,877-29.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.60% | 100.37%-82.8pp | 70.12%-52.5pp | 551.28%-533.7pp |
| Employer contribution / active EE | $6,294 | $5,276+19.3% | $4,343+44.9% | $4,663+35.0% |
| Participant deferral / active EE | $2,397 | $6,962-65.6% | $6,033-60.3% | $6,691-64.2% |
| Admin fee / account holder | $4 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |