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 | $173,340+101.7% | $136,007+157.1% | $145,959+139.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 1163.32%-1147.4pp | 579.32%-563.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,437 | $5,275-53.8% | $4,215-42.2% | $4,661-47.7% |
| Participant deferral / active EE | $4,866 | $8,699-44.1% | $7,024-30.7% | $6,689-27.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |