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 | $257,588 | $89,067+189.2% | $102,423+151.5% | $77,714+231.5% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.3pp |
| Annual return | 14.11% | 25.01%-10.9pp | 29.42%-15.3pp | 31.26%-17.1pp |
| Employer contribution / active EE | $10,841 | $2,699+301.6% | $3,023+258.6% | $2,727+297.6% |
| Participant deferral / active EE | $13,327 | $5,147+158.9% | $5,054+163.7% | $4,649+186.6% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |