Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,195 | $95,188+10.5% | $76,518+37.5% | $135,380-22.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.80% | 4.85%-13.7pp | -0.27%-8.5pp | 519.81%-528.6pp |
| Employer contribution / active EE | $5,612 | $3,303+69.9% | $2,647+112.0% | $4,779+17.4% |
| Participant deferral / active EE | $11,735 | $4,640+152.9% | $3,836+205.9% | $5,609+109.2% |
| Admin fee / account holder | $1 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |