Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
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 | $282,331 | $106,273+165.7% | $379,746-25.7% | $106,273+165.7% |
| Participation rate | 99.0% | 70.8%+28.2pp | 78.4%+20.6pp | 70.8%+28.2pp |
| Annual return | 12.97% | 21.70%-8.7pp | 34.90%-21.9pp | 21.70%-8.7pp |
| Employer contribution / active EE | $8,879 | $2,722+226.1% | $3,540+150.8% | $2,722+226.1% |
| Participant deferral / active EE | $12,168 | $4,601+164.5% | $6,024+102.0% | $4,601+164.5% |
| Admin fee / account holder | $0 | $78-100.0% | $7,927-100.0% | $78-100.0% |