Filed November 2, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,942 | $56,054+33.7% | $171,082-56.2% | $62,881+19.2% |
| Participation rate | 89.7% | 62.9%+26.9pp | 76.7%+13.0pp | 69.3%+20.4pp |
| Annual return | 53.68% | 22.52%+31.2pp | 32.56%+21.1pp | 20.14%+33.5pp |
| Employer contribution / active EE | $16,140 | $1,731+832.4% | $4,002+303.3% | $2,281+607.6% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $250 | $3,647-93.2% | $8,520-97.1% | $4,296-94.2% |