Filed April 21, 2017 (most recent of 2 filings on file)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,119 | $95,936-20.7% | $79,591-4.4% | $134,554-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.95% | -2.67%-6.3pp | 0.18%-9.1pp | 418.46%-427.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,098-100.0% | $6,815-100.0% | $11,430-100.0% |