Filed February 5, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,788 | $148,582+4.2% | $135,942+13.9% | $139,456+11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.60% | 79.26%-63.7pp | 68.28%-52.7pp | 373.45%-357.8pp |
| Employer contribution / active EE | $2,778 | $5,245-47.0% | $4,858-42.8% | $4,753-41.6% |
| Participant deferral / active EE | $9,877 | $8,101+21.9% | $7,759+27.3% | $6,711+47.2% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |