Filed December 21, 2016
Total covered: 1,658 employees
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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 | $277,306 | $99,442+178.9% | $113,397+144.5% | $71,012+290.5% |
| Participation rate | 99.5% | 78.9%+20.6pp | 76.5%+23.0pp | 58.6%+41.0pp |
| Annual return | 16.11% | 17.93%-1.8pp | 23.20%-7.1pp | 37.67%-21.6pp |
| Employer contribution / active EE | $11,178 | $3,068+264.4% | $2,977+275.4% | $2,348+376.1% |
| Participant deferral / active EE | $13,955 | $4,915+183.9% | $5,076+174.9% | $3,246+329.9% |
| Admin fee / account holder | $0 | $535-100.0% | $11,957-100.0% | $1,167-100.0% |