Filed April 26, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,440 | $106,749-42.4% | $145,433-57.8% | $82,448-25.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.71% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $5,307 | $3,444+54.1% | $4,554+16.5% | $2,551+108.0% |
| Participant deferral / active EE | $7,450 | $6,519+14.3% | $7,897-5.7% | $4,139+80.0% |
| Admin fee / account holder | $232 | $8,390-97.2% | $13,129-98.2% | $7,234-96.8% |