Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,276 | $93,098+50.7% | $77,081+82.0% | $134,509+4.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.58% | 62.63%-81.2pp | 42.33%-60.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $13,610 | $3,419+298.1% | $2,813+383.8% | $4,741+187.1% |
| Participant deferral / active EE | $15,301 | $5,239+192.0% | $4,428+245.6% | $6,400+139.1% |
| Admin fee / account holder | $12 | $6,945-99.8% | $5,427-99.8% | $11,427-99.9% |