Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,080 | $114,093+56.1% | $96,171+85.2% | $167,536+6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.74% | 190.00%-171.3pp | 192.04%-173.3pp | 478.82%-460.1pp |
| Employer contribution / active EE | $14,649 | $3,429+327.2% | $2,799+423.4% | $4,839+202.7% |
| Participant deferral / active EE | $15,554 | $5,197+199.3% | $4,350+257.5% | $6,342+145.2% |
| Admin fee / account holder | -$0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |