Filed March 18, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $485,170 | $63,082+669.1% | $81,726+493.7% | $79,856+507.6% |
| Participation rate | 94.6% | 67.5%+27.0pp | 72.0%+22.6pp | 69.6%+24.9pp |
| Annual return | 108.80% | 22.66%+86.1pp | 29.49%+79.3pp | 31.71%+77.1pp |
| Employer contribution / active EE | $24,445 | $1,795+1261.6% | $4,311+467.0% | $2,471+889.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $18 | $4,428-99.6% | $5,160-99.6% | $5,306-99.7% |