Filed April 4, 2018 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,516 | $42,419-4.5% | $104,304-61.2% | $77,906-48.0% |
| Participation rate | 86.4% | 51.6%+34.8pp | 73.3%+13.1pp | 73.7%+12.7pp |
| Annual return | 1.94% | -11.16%+13.1pp | 24.63%-22.7pp | 12.16%-10.2pp |
| Employer contribution / active EE | $2,816 | $1,105+154.8% | $3,374-16.5% | $2,846-1.1% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $4,626-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $117-100.0% | $7,340-100.0% | $133-100.0% |