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 | $224,056 | $74,024+202.7% | $78,002+187.2% | $57,661+288.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 28.73% | 12.14%+16.6pp | 425.99%-397.3pp | 5.13%+23.6pp |
| Employer contribution / active EE | $7,028 | $2,365+197.1% | $2,470+184.5% | $1,974+256.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |