Filed February 24, 2016
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,584 | $183,988-39.9% | $162,177-31.8% | $152,897-27.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.18% | 150.79%-133.6pp | 115.60%-98.4pp | 345.43%-328.2pp |
| Employer contribution / active EE | $7,063 | $6,370+10.9% | $5,613+25.8% | $4,764+48.3% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |