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 | $415,373 | $93,131+346.0% | $106,554+289.8% | $86,828+378.4% |
| Participation rate | 98.7% | 81.4%+17.3pp | 76.1%+22.6pp | 72.3%+26.4pp |
| Annual return | 28.02% | 19.45%+8.6pp | 26.80%+1.2pp | 97.95%-69.9pp |
| Employer contribution / active EE | $17,796 | $2,895+514.6% | $2,819+531.2% | $2,406+639.6% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $2 | $145-98.5% | $7,408-100.0% | $170-98.7% |