Filed October 3, 2017
Total covered: 7 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,403 | $201,372-23.3% | $184,260-16.2% | $145,884+5.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.77% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,279 | $7,024-67.5% | $6,427-64.5% | $4,662-51.1% |
| Participant deferral / active EE | $5,613 | $9,808-42.8% | $9,133-38.5% | $6,690-16.1% |
| Admin fee / account holder | $15 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |