Filed June 1, 2018
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,518 | $113,941-69.7% | $94,229-63.4% | $125,389-72.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.96% | 5.29%-4.3pp | 10.68%-9.7pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,785 | $4,727-62.2% | $3,587-50.2% | $4,866-63.3% |
| Participant deferral / active EE | $2,408 | $5,179-53.5% | $4,320-44.3% | $5,352-55.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |