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 | $100,061+177.1% | $120,344+130.4% | $64,728+328.4% |
| Participation rate | 99.5% | 79.8%+19.7pp | 76.7%+22.8pp | 57.9%+41.6pp |
| Annual return | 16.11% | 16.53%-0.4pp | 20.30%-4.2pp | 49.38%-33.3pp |
| Employer contribution / active EE | $11,178 | $3,112+259.2% | $3,020+270.1% | $2,243+398.4% |
| Participant deferral / active EE | $13,955 | $4,955+181.6% | $5,135+171.8% | $2,729+411.3% |
| Admin fee / account holder | $0 | $428-100.0% | $12,742-100.0% | $1,145-100.0% |