Filed May 10, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,902 | $85,766-29.0% | $136,298-55.3% | $70,126-13.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.36% | 31.46%-12.1pp | 5156.27%-5136.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $3,697 | $2,966+24.7% | $4,696-21.3% | $2,343+57.8% |
| Participant deferral / active EE | $5,268 | $5,051+4.3% | $6,247-15.7% | $3,332+58.1% |
| Admin fee / account holder | $51 | $5,421-99.1% | $9,244-99.5% | $4,645-98.9% |