Filed July 28, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,023 | $96,388+85.7% | $80,627+122.0% | $139,466+28.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.41% | 1352.08%-1329.7pp | 936.76%-914.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $14,411 | $3,260+342.1% | $2,723+429.3% | $4,754+203.1% |
| Participant deferral / active EE | $15,583 | $5,224+198.3% | $4,443+250.7% | $6,712+132.2% |
| Admin fee / account holder | -$7 | $6,603-100.1% | $5,381-100.1% | $11,409-100.1% |