Filed September 13, 2017 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,942 | $63,346-44.8% | $92,240-62.1% | $70,126-50.2% |
| Participation rate | 98.0% | 68.7%+29.3pp | 76.5%+21.5pp | 69.5%+28.5pp |
| Annual return | 176.40% | 530.19%-353.8pp | 176.29%+0.1pp | 73.15%+103.3pp |
| Employer contribution / active EE | $8,000 | $2,471+223.7% | $3,680+117.4% | $2,343+241.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $170 | $3,841-95.6% | $5,194-96.7% | $4,645-96.3% |