Filed April 17, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,406 | $91,911+4.9% | $68,793+40.1% | $135,382-28.8% |
| Participation rate | 77.8% | 76.7%+1.0pp | 72.2%+5.6pp | 82.6%-4.9pp |
| Annual return | -8.06% | -8.22%+0.2pp | -4.63%-3.4pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,549 | $3,924-60.5% | $2,625-41.0% | $4,779-67.6% |
| Participant deferral / active EE | $7,402 | $4,315+71.5% | $3,311+123.6% | $5,609+32.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,829-100.0% |