Filed August 8, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,639 | $135,956-66.4% | $123,894-63.2% | $273,972-83.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.93% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $4,941 | $5,170-4.4% | $4,617+7.0% | $4,869+1.5% |
| Participant deferral / active EE | $4,065 | $6,343-35.9% | $5,984-32.1% | $5,287-23.1% |
| Admin fee / account holder | $69 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |