Filed April 26, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,440 | $106,524-42.3% | $152,301-59.7% | $87,485-29.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.71% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $5,307 | $3,371+57.4% | $4,624+14.8% | $2,596+104.4% |
| Participant deferral / active EE | $7,450 | $6,525+14.2% | $8,004-6.9% | $4,274+74.3% |
| Admin fee / account holder | $232 | $8,287-97.2% | $14,398-98.4% | $7,775-97.0% |