Filed June 14, 2016 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,485 | $85,169+100.2% | $172,755-1.3% | $72,983+133.6% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 24.93% | 27.32%-2.4pp | 802.94%-778.0pp | 81.01%-56.1pp |
| Employer contribution / active EE | $8,063 | $3,324+142.6% | $5,144+56.7% | $2,440+230.5% |
| Participant deferral / active EE | $5,792 | $3,260+77.7% | $5,198+11.4% | $3,608+60.6% |
| Admin fee / account holder | $223 | $5,880-96.2% | $13,955-98.4% | $5,124-95.7% |