Filed April 26, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,440 | $99,875-38.5% | $146,866-58.2% | $86,983-29.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.71% | 28.10%-8.4pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $5,307 | $3,224+64.6% | $4,425+19.9% | $2,584+105.3% |
| Participant deferral / active EE | $7,450 | $6,322+17.8% | $7,759-4.0% | $4,194+77.6% |
| Admin fee / account holder | $232 | $7,838-97.0% | $13,620-98.3% | $7,856-97.0% |