Filed October 24, 2016
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,639 | $69,248+3.5% | $64,101+11.8% | $139,466-48.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.22% | 45.95%-16.7pp | 33.72%-4.5pp | 373.66%-344.4pp |
| Employer contribution / active EE | $3,685 | $3,185+15.7% | $2,749+34.1% | $4,754-22.5% |
| Participant deferral / active EE | $4,010 | $4,682-14.3% | $3,881+3.3% | $6,712-40.2% |
| Admin fee / account holder | $43 | $4,247-99.0% | $3,070-98.6% | $11,409-99.6% |