Filed December 8, 2014 (most recent of 2 filings on file)
Total covered: 2 employees
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,477 | $90,504+288.4% | $78,690+346.7% | $273,965+28.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.86% | 75.61%-60.7pp | 62.18%-47.3pp | 41.45%-26.6pp |
| Employer contribution / active EE | $8,151 | $3,176+156.6% | $2,851+185.9% | $4,869+67.4% |
| Participant deferral / active EE | $17,280 | $3,901+342.9% | $3,517+391.4% | $5,287+226.8% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,511-99.8% | $10,132-99.9% |