Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,023 | $96,361+85.8% | $80,607+122.1% | $139,456+28.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.41% | 1350.95%-1328.5pp | 936.11%-913.7pp | 373.45%-351.0pp |
| Employer contribution / active EE | $14,411 | $3,262+341.7% | $2,724+429.0% | $4,753+203.2% |
| Participant deferral / active EE | $15,583 | $5,232+197.9% | $4,448+250.4% | $6,711+132.2% |
| Admin fee / account holder | -$7 | $6,601-100.1% | $5,379-100.1% | $11,407-100.1% |