Filed July 23, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,761 | $63,365-54.6% | $91,994-68.7% | $72,976-60.6% |
| Participation rate | 81.1% | 72.5%+8.6pp | 78.6%+2.4pp | 69.5%+11.6pp |
| Annual return | 29.11% | 35.35%-6.2pp | 69.04%-39.9pp | 81.02%-51.9pp |
| Employer contribution / active EE | $3,703 | $2,116+75.1% | $3,453+7.3% | $2,440+51.8% |
| Participant deferral / active EE | $6,855 | $4,883+40.4% | $5,924+15.7% | $3,608+90.0% |
| Admin fee / account holder | $52 | $4,670-98.9% | $7,744-99.3% | $5,124-99.0% |