Filed March 18, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,211 | $85,766-3.0% | $136,298-38.9% | $70,126+18.7% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 26.40% | 31.46%-5.1pp | 5156.27%-5129.9pp | 73.15%-46.7pp |
| Employer contribution / active EE | $3,821 | $2,966+28.8% | $4,696-18.6% | $2,343+63.1% |
| Participant deferral / active EE | $3,999 | $5,051-20.8% | $6,247-36.0% | $3,332+20.0% |
| Admin fee / account holder | $4 | $5,421-99.9% | $9,244-100.0% | $4,645-99.9% |