Filed June 27, 2017
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,526 | $109,372-62.9% | $89,414-54.7% | $158,966-74.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 1.28% | 345.55%-344.3pp | 245.50%-244.2pp | 302.95%-301.7pp |
| Employer contribution / active EE | $9,526 | $3,171+200.4% | $2,586+268.3% | $4,762+100.0% |
| Participant deferral / active EE | $988 | $4,598-78.5% | $3,890-74.6% | $5,983-83.5% |
| Admin fee / account holder | $243 | $6,156-96.1% | $4,883-95.0% | $11,250-97.8% |