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 | $51,406 | $50,287+2.2% | $112,234-54.2% | $80,187-35.9% |
| Participation rate | 86.9% | 52.9%+34.0pp | 72.4%+14.5pp | 72.9%+14.0pp |
| Annual return | 22.51% | 19.72%+2.8pp | 30.25%-7.7pp | 40.40%-17.9pp |
| Employer contribution / active EE | $2,822 | $1,211+133.1% | $3,432-17.8% | $2,980-5.3% |
| Participant deferral / active EE | $0 | $2,265-100.0% | $4,800-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $7,752-100.0% | $145-100.0% |