Filed February 21, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,138 | $50,464-32.4% | $75,784-55.0% | $52,331-34.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.67% | 1.03%-2.7pp | 9.68%-11.4pp | 4.54%-6.2pp |
| Employer contribution / active EE | $2,752 | $1,988+38.4% | $3,323-17.2% | $1,882+46.3% |
| Participant deferral / active EE | $2,573 | $2,570+0.1% | $3,652-29.6% | $3,022-14.9% |
| Admin fee / account holder | $239 | $1,103-78.3% | $5,300-95.5% | $592-59.5% |