Filed October 8, 2015
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,561 | $226,105-78.5% | $182,540-73.4% | $152,897-68.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 15.31% | 192.58%-177.3pp | 148.58%-133.3pp | 345.43%-330.1pp |
| Employer contribution / active EE | $2,146 | $4,978-56.9% | $4,076-47.3% | $4,764-54.9% |
| Participant deferral / active EE | $5,284 | $6,370-17.0% | $5,525-4.4% | $5,851-9.7% |
| Admin fee / account holder | $7 | $10,706-99.9% | $8,593-99.9% | $11,599-99.9% |