Filed February 9, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,599 | $106,115-61.7% | $85,969-52.8% | $125,388-67.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 76.5%+13.5pp | 83.2%+6.8pp |
| Annual return | 25.79% | 13.93%+11.9pp | 9.32%+16.5pp | 282.24%-256.5pp |
| Employer contribution / active EE | $3,680 | $4,537-18.9% | $3,474+5.9% | $4,866-24.4% |
| Participant deferral / active EE | $7,131 | $4,859+46.8% | $3,829+86.2% | $5,352+33.3% |
| Admin fee / account holder | $156 | $8,144-98.1% | $6,053-97.4% | $9,541-98.4% |