Filed July 17, 2017 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,954 | $125,797+27.2% | $170,043-5.9% | $75,173+112.8% |
| Participation rate | 93.5% | 83.6%+9.9pp | 87.0%+6.5pp | 67.2%+26.3pp |
| Annual return | 704.20% | 27.20%+677.0pp | 53.40%+650.8pp | 160.72%+543.5pp |
| Employer contribution / active EE | $10,269 | $4,616+122.5% | $6,790+51.2% | $2,671+284.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $162 | $8,177-98.0% | $12,824-98.7% | $5,651-97.1% |