Filed March 20, 2018
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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 | $1,455,970 | $88,754+1540.5% | $81,820+1679.5% | $145,877+898.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.34% | 1031.77%-1017.4pp | 777.93%-763.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $23,635 | $3,085+666.0% | $2,915+710.8% | $4,663+406.9% |
| Participant deferral / active EE | $7,625 | $4,648+64.1% | $4,323+76.4% | $6,691+14.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |