Filed January 12, 2018 (most recent of 2 filings on file)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,825 | $78,694-40.5% | $67,652-30.8% | $125,389-62.7% |
| Participation rate | 95.5% | 78.8%+16.6pp | 75.7%+19.8pp | 83.2%+12.3pp |
| Annual return | 148.78% | 9.46%+139.3pp | 6625.40%-6476.6pp | 282.24%-133.5pp |
| Employer contribution / active EE | $3,337 | $3,044+9.6% | $2,266+47.3% | $4,866-31.4% |
| Participant deferral / active EE | $4,297 | $4,292+0.1% | $3,560+20.7% | $5,352-19.7% |
| Admin fee / account holder | $71 | $7,403-99.0% | $4,821-98.5% | $9,541-99.3% |