Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,437 | $109,411+54.9% | $89,435+89.5% | $158,982+6.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.19% | 345.68%-325.5pp | 245.55%-225.4pp | 302.99%-282.8pp |
| Employer contribution / active EE | $14,602 | $3,173+360.2% | $2,587+464.4% | $4,763+206.6% |
| Participant deferral / active EE | $14,882 | $4,600+223.5% | $3,890+282.5% | $5,983+148.7% |
| Admin fee / account holder | $6 | $6,159-99.9% | $4,884-99.9% | $11,252-99.9% |