Filed March 6, 2017
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,144 | $32,117-71.5% | $71,089-87.1% | $64,173-85.8% |
| Participation rate | 97.6% | 42.7%+54.9pp | 54.6%+42.9pp | 69.6%+28.0pp |
| Annual return | -9.61% | -5.57%-4.0pp | 650.65%-660.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $5,190 | $712+628.8% | $1,088+377.2% | $2,381+118.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,873-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7 | $2,759-99.7% | $3,082-99.8% | $4,887-99.9% |