Filed December 9, 2016
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,980 | $53,162-6.0% | $91,225-45.2% | $68,486-27.0% |
| Participation rate | 72.5% | 63.2%+9.3pp | 73.2%-0.7pp | 67.9%+4.6pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.12%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,780 | $1,709+238.1% | $2,851+102.7% | $2,597+122.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $287 | $4,493-93.6% | $5,422-94.7% | $5,404-94.7% |