Filed February 23, 2018 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,393 | $72,620+5.2% | $90,760-15.8% | $66,938+14.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -5.79% | -12.28%+6.5pp | -12.16%+6.4pp | 1.58%-7.4pp |
| Employer contribution / active EE | $4,816 | $2,369+103.3% | $2,922+64.9% | $2,545+89.2% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,444-100.0% | $594-100.0% |