Filed April 27, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,714 | $209,422-17.5% | $178,503-3.2% | $158,982+8.6% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 12.87% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $6,778 | $5,707+18.8% | $5,011+35.3% | $4,763+42.3% |
| Participant deferral / active EE | $11,549 | $5,955+93.9% | $5,202+122.0% | $5,983+93.0% |
| Admin fee / account holder | $65 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |