Filed January 4, 2017
Total covered: 3 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,191 | $153,769-46.5% | $133,975-38.7% | $273,972-70.0% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.1%+8.4pp | 83.0%+12.4pp |
| Annual return | 5.61% | 36.51%-30.9pp | 29.29%-23.7pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,916 | $6,029-68.2% | $5,211-63.2% | $4,869-60.6% |
| Participant deferral / active EE | $5,076 | $6,958-27.1% | $6,282-19.2% | $5,287-4.0% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |