Filed June 27, 2017
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,777 | $101,063-84.4% | $81,473-80.6% | $147,586-89.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $11,583 | $3,206+261.3% | $2,568+351.1% | $4,876+137.5% |
| Participant deferral / active EE | $2,802 | $4,242-34.0% | $3,537-20.8% | $5,439-48.5% |
| Admin fee / account holder | $25 | $5,812-99.6% | $4,561-99.5% | $10,886-99.8% |