Filed February 5, 2018
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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 | $305,375 | $160,059+90.8% | $140,019+118.1% | $135,380+125.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.04% | 911.48%-910.4pp | 651.17%-650.1pp | 519.81%-518.8pp |
| Employer contribution / active EE | $16,958 | $6,420+164.2% | $5,605+202.5% | $4,779+254.9% |
| Participant deferral / active EE | $14,401 | $7,641+88.5% | $6,927+107.9% | $5,609+156.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |