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 | $124,763 | $92,766+34.5% | $82,763+50.7% | $134,545-7.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.85% | 946.97%-963.8pp | 702.45%-719.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $14,145 | $3,273+332.2% | $3,008+370.2% | $4,742+198.3% |
| Participant deferral / active EE | $10,101 | $4,802+110.3% | $4,395+129.8% | $6,401+57.8% |
| Admin fee / account holder | $16 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |