Filed June 23, 2016
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,563 | $81,870-55.3% | $119,634-69.4% | $68,490-46.6% |
| Participation rate | 83.0% | 71.9%+11.1pp | 79.3%+3.8pp | 67.9%+15.1pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $927 | $2,692-65.6% | $4,232-78.1% | $2,597-64.3% |
| Participant deferral / active EE | $2,464 | $4,148-40.6% | $5,601-56.0% | $4,028-38.8% |
| Admin fee / account holder | $161 | $6,583-97.6% | $10,329-98.4% | $5,403-97.0% |