Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
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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 | $392,189 | $106,408+268.6% | $135,987+188.4% | $106,408+268.6% |
| Participation rate | 99.9% | 69.9%+30.0pp | 76.4%+23.5pp | 69.9%+30.0pp |
| Annual return | 40.54% | 17.37%+23.2pp | 579.77%-539.2pp | 17.37%+23.2pp |
| Employer contribution / active EE | $9,679 | $3,361+188.0% | $4,214+129.7% | $3,361+188.0% |
| Participant deferral / active EE | $15,009 | $5,567+169.6% | $7,027+113.6% | $5,567+169.6% |
| Admin fee / account holder | $0 | $79-100.0% | $6,716-100.0% | $79-100.0% |