Filed September 20, 2016
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 | $326,889 | $90,590+260.8% | $90,782+260.1% | $135,379+141.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.41% | -3.40%-3.0pp | -3.42%-3.0pp | 519.79%-526.2pp |
| Employer contribution / active EE | $6,127 | $4,352+40.8% | $4,105+49.3% | $4,779+28.2% |
| Participant deferral / active EE | $6,376 | $5,407+17.9% | $5,366+18.8% | $5,609+13.7% |
| Admin fee / account holder | $169 | $7,683-97.8% | $5,908-97.1% | $10,828-98.4% |