Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,243 | $104,924+29.8% | $84,623+61.0% | $152,885-10.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 28.00% | 373.82%-345.8pp | 258.77%-230.8pp | 345.39%-317.4pp |
| Employer contribution / active EE | $13,033 | $3,302+294.7% | $2,652+391.3% | $4,763+173.6% |
| Participant deferral / active EE | $11,135 | $4,689+137.5% | $3,899+185.6% | $5,851+90.3% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |