Filed April 17, 2015
Total covered: 3 employees
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,431 | $127,387+232.4% | $115,038+268.1% | $125,389+237.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 2.86% | 31.28%-28.4pp | 26.14%-23.3pp | 282.24%-279.4pp |
| Employer contribution / active EE | $10,626 | $5,166+105.7% | $4,608+130.6% | $4,866+118.4% |
| Participant deferral / active EE | $15,591 | $6,423+142.7% | $6,026+158.7% | $5,352+191.3% |
| Admin fee / account holder | $23 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |