Filed February 20, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,517 | $57,352-60.7% | $83,831-73.1% | $64,173-64.9% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -6.86% | 11.38%-18.2pp | 850.99%-857.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,046 | $2,546-58.9% | $3,631-71.2% | $2,381-56.1% |
| Participant deferral / active EE | $3,447 | $2,993+15.2% | $4,082-15.6% | $3,470-0.7% |
| Admin fee / account holder | $285 | $4,046-93.0% | $5,479-94.8% | $4,887-94.2% |