Filed January 4, 2017
Total covered: 3 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,776 | $197,594-31.8% | $177,822-24.2% | $158,931-15.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.56% | 58.76%-43.2pp | 48.32%-32.8pp | 302.86%-287.3pp |
| Employer contribution / active EE | $2,285 | $6,697-65.9% | $5,918-61.4% | $4,761-52.0% |
| Participant deferral / active EE | $6,086 | $8,405-27.6% | $7,714-21.1% | $5,982+1.7% |
| Admin fee / account holder | $261 | $15,400-98.3% | $12,428-97.9% | $11,247-97.7% |