Filed July 23, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,322 | $77,145-24.4% | $108,410-46.2% | $85,856-32.1% |
| Participation rate | 83.8% | 74.7%+9.1pp | 80.1%+3.6pp | 69.3%+14.5pp |
| Annual return | 16.91% | 44.54%-27.6pp | 905.34%-888.4pp | 318.58%-301.7pp |
| Employer contribution / active EE | $4,110 | $2,379+72.7% | $3,558+15.5% | $2,565+60.2% |
| Participant deferral / active EE | $8,332 | $5,566+49.7% | $6,562+27.0% | $3,952+110.8% |
| Admin fee / account holder | $244 | $5,172-95.3% | $7,296-96.7% | $6,261-96.1% |