Filed April 17, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,382 | $96,956-38.8% | $69,779-14.9% | $273,972-78.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.22% | 12.93%-4.7pp | 12.99%-4.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,639 | $3,316-50.6% | $2,338-29.9% | $4,869-66.3% |
| Participant deferral / active EE | $8,291 | $3,744+121.4% | $2,931+182.9% | $5,287+56.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |