Filed December 21, 2016
Total covered: 1,658 employees
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 | $288,166 | $185,342+55.5% | $111,319+158.9% | $86,828+231.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 14.80% | 500.80%-486.0pp | 54.68%-39.9pp | 97.95%-83.2pp |
| Employer contribution / active EE | $11,217 | $2,246+399.4% | $2,732+310.6% | $2,406+366.2% |
| Participant deferral / active EE | $12,494 | $4,458+180.2% | $4,488+178.4% | $4,132+202.4% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |