Filed March 3, 2015
Total covered: 2 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,504 | $51,769+40.1% | $57,356+26.4% | $52,331+38.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.65% | 2.43%+0.2pp | 24.41%-21.8pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,390 | $2,335-40.5% | $2,689-48.3% | $1,882-26.1% |
| Participant deferral / active EE | $3,857 | $2,794+38.0% | $3,162+22.0% | $3,022+27.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |