Filed April 4, 2016
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,705 | $168,626+107.4% | $133,698+161.6% | $145,897+139.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.90% | 1168.99%-1153.1pp | 580.90%-565.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,437 | $5,290-53.9% | $4,218-42.2% | $4,663-47.7% |
| Participant deferral / active EE | $4,866 | $8,688-44.0% | $7,016-30.6% | $6,689-27.3% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |