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 | $173,526+101.5% | $136,072+157.0% | $145,884+139.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.90% | 1167.12%-1151.2pp | 580.46%-564.6pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,437 | $5,285-53.9% | $4,216-42.2% | $4,662-47.7% |
| Participant deferral / active EE | $4,866 | $8,711-44.1% | $7,028-30.8% | $6,690-27.3% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |