Filed April 18, 2016 (most recent of 4 filings on file)
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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 | $1,149,064 | $103,000+1015.6% | $90,300+1172.5% | $152,885+651.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.71% | 95.19%-72.5pp | 78.11%-55.4pp | 345.39%-322.7pp |
| Employer contribution / active EE | $15,687 | $3,138+399.8% | $2,854+449.6% | $4,763+229.3% |
| Participant deferral / active EE | $20,602 | $4,281+381.3% | $3,884+430.4% | $5,851+252.1% |
| Admin fee / account holder | $66 | $6,173-98.9% | $5,353-98.8% | $11,598-99.4% |