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 | $122,239+248.2% | $184,200+131.1% | $74,546+471.0% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+32.0pp |
| Annual return | 15.53% | 19.95%-4.4pp | 28.80%-13.3pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $12,514 | $4,537+175.8% | $6,424+94.8% | $2,624+376.8% |
| Participant deferral / active EE | $21,206 | $7,139+197.1% | $9,132+132.2% | $4,347+387.8% |
| Admin fee / account holder | $3 | $1,260-99.7% | $13,907-100.0% | $1,944-99.8% |