Filed February 5, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $184,000-100.0% | $162,185-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 21.65% | 150.80%-129.1pp | 115.61%-94.0pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,471 | $6,370-76.9% | $5,613-73.8% | $4,764-69.1% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |