Filed January 4, 2017
Total covered: 3 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,935 | $171,867-48.3% | $149,721-40.6% | $147,586-39.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.56% | 2113.36%-2098.8pp | 1501.67%-1487.1pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,857 | $6,275-70.4% | $5,444-65.9% | $4,876-61.9% |
| Participant deferral / active EE | $4,690 | $7,270-35.5% | $6,568-28.6% | $5,439-13.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |