Filed October 3, 2017
Total covered: 7 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,403 | $201,264-23.3% | $184,185-16.2% | $145,978+5.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.77% | 29.00%-13.2pp | 28.81%-13.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $2,279 | $7,021-67.5% | $6,426-64.5% | $4,662-51.1% |
| Participant deferral / active EE | $5,613 | $9,806-42.8% | $9,132-38.5% | $6,690-16.1% |
| Admin fee / account holder | $15 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |