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 | $101,499+192.5% | $147,005+101.9% | $74,546+298.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.6pp | 67.2%+18.5pp |
| Annual return | 88.04% | 8732.34%-8644.3pp | 418.76%-330.7pp | 1366.03%-1278.0pp |
| Employer contribution / active EE | $1,452 | $3,811-61.9% | $4,934-70.6% | $2,624-44.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |