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 | $173,397+101.7% | $135,987+157.2% | $145,877+139.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.90% | 1166.18%-1150.3pp | 580.01%-564.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,437 | $5,281-53.8% | $4,214-42.2% | $4,663-47.7% |
| Participant deferral / active EE | $4,866 | $8,710-44.1% | $7,027-30.7% | $6,691-27.3% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |