Filed February 5, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,788 | $148,629+4.1% | $135,982+13.8% | $139,487+11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.60% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,778 | $5,247-47.1% | $4,859-42.8% | $4,755-41.6% |
| Participant deferral / active EE | $9,877 | $8,102+21.9% | $7,760+27.3% | $6,713+47.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |