Filed January 28, 2015
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,693 | $77,816-15.6% | $123,549-46.8% | $64,181+2.4% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -7.27% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,083 | $3,014+35.5% | $4,628-11.8% | $2,381+71.5% |
| Participant deferral / active EE | $7,747 | $5,240+47.8% | $6,426+20.6% | $3,470+123.3% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |