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 | $88,815+1539.3% | $81,882+1678.1% | $145,897+897.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.34% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $23,635 | $3,086+665.8% | $2,916+710.5% | $4,663+406.9% |
| Participant deferral / active EE | $7,625 | $4,647+64.1% | $4,323+76.4% | $6,689+14.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |