Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,276 | $93,124+50.6% | $77,100+81.9% | $134,545+4.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.58% | 62.68%-81.3pp | 42.35%-60.9pp | 418.37%-437.0pp |
| Employer contribution / active EE | $13,610 | $3,421+297.8% | $2,815+383.5% | $4,742+187.0% |
| Participant deferral / active EE | $15,301 | $5,242+191.9% | $4,430+245.4% | $6,401+139.0% |
| Admin fee / account holder | $12 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |