Filed February 5, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,147 | $176,105+13.1% | $159,474+24.9% | $167,536+18.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.15% | 331.91%-320.8pp | 263.68%-252.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $4,000 | $5,299-24.5% | $4,831-17.2% | $4,839-17.3% |
| Participant deferral / active EE | $15,717 | $7,751+102.8% | $7,353+113.7% | $6,342+147.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |