Filed February 1, 2017 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,890 | $82,032-24.6% | $123,104-49.7% | $59,632+3.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.71% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $3,529 | $3,297+7.0% | $5,151-31.5% | $2,203+60.2% |
| Participant deferral / active EE | $2,612 | $4,667-44.0% | $6,230-58.1% | $3,192-18.2% |
| Admin fee / account holder | $41 | $5,881-99.3% | $9,015-99.5% | $4,297-99.0% |