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 | $257,588 | $89,123+189.0% | $102,460+151.4% | $77,762+231.3% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.3pp |
| Annual return | 14.11% | 25.05%-10.9pp | 29.47%-15.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $10,841 | $2,700+301.5% | $3,025+258.4% | $2,728+297.4% |
| Participant deferral / active EE | $13,327 | $5,148+158.9% | $5,056+163.6% | $4,651+186.5% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |