Filed July 10, 2017 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,733 | $62,324+209.2% | $68,509+181.3% | $55,191+249.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | 39.59% | 4.26%+35.3pp | 8.27%+31.3pp | 10.78%+28.8pp |
| Employer contribution / active EE | $6,951 | $2,223+212.7% | $2,278+205.2% | $1,899+266.1% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |