Filed May 2, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,147 | $85,790-41.5% | $67,313-25.5% | $135,380-63.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.47% | -0.54%-8.9pp | -4.08%-5.4pp | 519.81%-529.3pp |
| Employer contribution / active EE | $6,188 | $3,487+77.4% | $2,566+141.2% | $4,779+29.5% |
| Participant deferral / active EE | $8,972 | $4,651+92.9% | $3,568+151.4% | $5,609+60.0% |
| Admin fee / account holder | $37 | $6,392-99.4% | $4,507-99.2% | $10,828-99.7% |