Filed July 23, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,549 | $77,492+28.5% | $100,398-0.8% | $80,911+23.0% |
| Participation rate | 97.6% | 76.9%+20.7pp | 81.5%+16.1pp | 67.6%+30.0pp |
| Annual return | 13.19% | 37.23%-24.0pp | 49.32%-36.1pp | 35.63%-22.4pp |
| Employer contribution / active EE | $4,443 | $2,800+58.7% | $3,946+12.6% | $2,756+61.2% |
| Participant deferral / active EE | $9,407 | $6,817+38.0% | $8,084+16.4% | $4,297+118.9% |
| Admin fee / account holder | $290 | $5,892-95.1% | $7,893-96.3% | $6,935-95.8% |