Filed July 10, 2017 (most recent of 2 filings on file)
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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 | $252,994 | $75,284+236.1% | $91,004+178.0% | $69,634+263.3% |
| Participation rate | 99.7% | 80.4%+19.3pp | 75.6%+24.1pp | 70.7%+29.0pp |
| Annual return | 24.89% | 48.40%-23.5pp | 4.60%+20.3pp | 27572.26%-27547.4pp |
| Employer contribution / active EE | $8,545 | $2,473+245.6% | $2,456+248.0% | $2,032+320.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |