Filed February 5, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,069 | $159,978+18.8% | $147,041+29.3% | $145,978+30.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 98.36%-87.6pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $4,000 | $5,288-24.4% | $4,935-18.9% | $4,662-14.2% |
| Participant deferral / active EE | $14,639 | $8,429+73.7% | $8,071+81.4% | $6,690+118.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |