Filed June 16, 2016 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,205 | $84,236+154.3% | $170,435+25.7% | $70,126+205.5% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 30.62% | 23.06%+7.6pp | 205.94%-175.3pp | 73.15%-42.5pp |
| Employer contribution / active EE | $6,909 | $3,387+104.0% | $5,432+27.2% | $2,343+195.0% |
| Participant deferral / active EE | $4,665 | $3,086+51.2% | $4,939-5.5% | $3,332+40.0% |
| Admin fee / account holder | $58 | $5,698-99.0% | $13,881-99.6% | $4,645-98.8% |