Filed January 4, 2017
Total covered: 3 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,259 | $183,968-40.1% | $162,166-32.0% | $152,870-27.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.28% | 150.77%-134.5pp | 115.59%-99.3pp | 345.34%-329.1pp |
| Employer contribution / active EE | $2,103 | $6,371-67.0% | $5,614-62.5% | $4,763-55.8% |
| Participant deferral / active EE | $6,250 | $8,034-22.2% | $7,298-14.4% | $5,850+6.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |