Filed July 23, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,549 | $77,460+28.5% | $100,378-0.8% | $80,925+23.0% |
| Participation rate | 97.6% | 76.9%+20.7pp | 81.5%+16.1pp | 67.7%+30.0pp |
| Annual return | 13.19% | 37.24%-24.1pp | 49.41%-36.2pp | 35.65%-22.5pp |
| Employer contribution / active EE | $4,443 | $2,801+58.6% | $3,942+12.7% | $2,756+61.2% |
| Participant deferral / active EE | $9,407 | $6,818+38.0% | $8,087+16.3% | $4,299+118.8% |
| Admin fee / account holder | $290 | $5,887-95.1% | $7,899-96.3% | $6,940-95.8% |