Filed June 21, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,025 | $115,810-54.2% | $101,271-47.6% | $158,966-66.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.95% | 56.15%-47.2pp | 46.48%-37.5pp | 302.95%-294.0pp |
| Employer contribution / active EE | $6,428 | $4,175+54.0% | $3,660+75.6% | $4,762+35.0% |
| Participant deferral / active EE | $1,986 | $4,958-60.0% | $4,371-54.6% | $5,983-66.8% |
| Admin fee / account holder | $92 | $7,248-98.7% | $5,948-98.5% | $11,250-99.2% |