Filed April 4, 2018 (most recent of 2 filings on file)
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,692 | $122,063+248.7% | $184,256+131.0% | $74,478+471.6% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 15.53% | 19.92%-4.4pp | 28.85%-13.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $12,514 | $4,539+175.7% | $6,427+94.7% | $2,626+376.5% |
| Participant deferral / active EE | $21,206 | $7,144+196.8% | $9,133+132.2% | $4,350+387.5% |
| Admin fee / account holder | $3 | $1,253-99.7% | $13,899-100.0% | $1,946-99.8% |