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 | $619,598 | $81,948+656.1% | $90,767+582.6% | $64,829+855.7% |
| Participation rate | 99.3% | 80.5%+18.8pp | 75.7%+23.6pp | 71.5%+27.8pp |
| Annual return | 57.44% | -12.53%+70.0pp | -12.16%+69.6pp | 32.85%+24.6pp |
| Employer contribution / active EE | $16,817 | $3,067+448.3% | $2,922+475.6% | $2,507+570.8% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |