Filed January 4, 2018 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,013 | $69,774+0.3% | $67,561+3.6% | $74,429-5.9% |
| Participation rate | 84.7% | 71.4%+13.4pp | 72.9%+11.8pp | 67.2%+17.5pp |
| Annual return | 19.61% | -40.53%+60.1pp | 3525.44%-3505.8pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $4,590 | $2,710+69.4% | $2,735+67.8% | $2,625+74.9% |
| Participant deferral / active EE | $6,121 | $3,636+68.3% | $4,003+52.9% | $4,348+40.8% |
| Admin fee / account holder | $19 | $890-97.9% | $4,006-99.5% | $1,944-99.0% |