Filed January 4, 2017
Total covered: 3 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,259 | $184,000-40.1% | $162,185-32.0% | $152,909-27.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.28% | 150.80%-134.5pp | 115.61%-99.3pp | 345.46%-329.2pp |
| Employer contribution / active EE | $2,103 | $6,370-67.0% | $5,613-62.5% | $4,764-55.9% |
| Participant deferral / active EE | $6,250 | $8,033-22.2% | $7,297-14.4% | $5,851+6.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |