Filed January 4, 2017
Total covered: 3 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,187 | $160,055-42.4% | $140,016-34.2% | $135,377-31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.48% | 911.41%-915.9pp | 651.14%-655.6pp | 519.75%-524.2pp |
| Employer contribution / active EE | $1,972 | $6,420-69.3% | $5,606-64.8% | $4,779-58.7% |
| Participant deferral / active EE | $5,584 | $7,641-26.9% | $6,927-19.4% | $5,609-0.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |