Filed May 7, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,464 | $58,600-63.4% | $83,327-74.2% | $64,173-66.6% |
| Participation rate | 88.0% | 72.0%+16.0pp | 77.8%+10.2pp | 69.6%+18.4pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,626 | $2,098+263.5% | $3,379+125.7% | $2,381+220.3% |
| Participant deferral / active EE | $10,731 | $4,656+130.5% | $5,565+92.8% | $3,470+209.3% |
| Admin fee / account holder | $40 | $9,282-99.6% | $7,540-99.5% | $4,887-99.2% |