Filed April 21, 2017 (most recent of 2 filings on file)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,603 | $118,898-29.7% | $96,583-13.4% | $167,560-50.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.97% | 50.51%-31.5pp | 37.79%-18.8pp | 478.94%-460.0pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $6,184-100.0% | $12,317-100.0% |