Filed February 5, 2018 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,437 | $100,901-84.7% | $75,501-79.6% | $147,587-89.5% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.4%-72.4pp | 82.8%-82.8pp |
| Annual return | 8.70% | 35.78%-27.1pp | 27.35%-18.6pp | 578.60%-569.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $187 | $11,285-98.3% | $5,801-96.8% | $10,886-98.3% |