Filed April 12, 2017 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,351 | $90,607+13.0% | $79,467+28.8% | $135,380-24.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -1.57% | 977.74%-979.3pp | 718.30%-719.9pp | 519.81%-521.4pp |
| Employer contribution / active EE | $9,563 | $3,068+211.7% | $2,800+241.5% | $4,779+100.1% |
| Participant deferral / active EE | $10,760 | $4,050+165.7% | $3,704+190.5% | $5,609+91.8% |
| Admin fee / account holder | $18 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |