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 | $284,662 | $96,393+195.3% | $130,298+118.5% | $96,393+195.3% |
| Participation rate | 98.9% | 71.3%+27.6pp | 76.3%+22.6pp | 71.3%+27.6pp |
| Annual return | 16.58% | 22.88%-6.3pp | 38.90%-22.3pp | 22.88%-6.3pp |
| Employer contribution / active EE | $9,247 | $3,239+185.5% | $4,128+124.0% | $3,239+185.5% |
| Participant deferral / active EE | $14,001 | $5,455+156.7% | $6,790+106.2% | $5,455+156.7% |
| Admin fee / account holder | $0 | $74-100.0% | $6,025-100.0% | $74-100.0% |