Filed July 10, 2017 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $317,091 | $85,135+272.5% | $98,920+220.6% | $73,415+331.9% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.1pp |
| Annual return | 12.40% | 19.14%-6.7pp | 196.47%-184.1pp | 59.30%-46.9pp |
| Employer contribution / active EE | $13,487 | $2,721+395.7% | $2,689+401.5% | $2,234+503.7% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |