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 | $283,156 | $65,223+334.1% | $80,022+253.8% | $55,727+408.1% |
| Participation rate | 98.9% | 80.6%+18.4pp | 75.8%+23.1pp | 70.9%+28.1pp |
| Annual return | 15.23% | 7.59%+7.6pp | 11.22%+4.0pp | 244.94%-229.7pp |
| Employer contribution / active EE | $13,510 | $2,544+431.1% | $2,468+447.4% | $2,078+550.1% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |