Filed April 19, 2017
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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 | $296,838 | $101,672+192.0% | $147,117+101.8% | $74,478+298.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.5pp | 67.2%+18.5pp |
| Annual return | 88.04% | 8757.83%-8669.8pp | 420.54%-332.5pp | 1370.56%-1282.5pp |
| Employer contribution / active EE | $1,452 | $3,813-61.9% | $4,932-70.6% | $2,626-44.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |