Filed December 27, 2018 (most recent of 9 filings on file)
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $586,816 | $72,770+706.4% | $67,652+767.4% | $55,191+963.2% |
| Participation rate | 99.8% | 78.8%+21.0pp | 75.7%+24.2pp | 69.2%+30.7pp |
| Annual return | 21.64% | -3.26%+24.9pp | 6625.40%-6603.8pp | 10.78%+10.9pp |
| Employer contribution / active EE | $3,637 | $1,769+105.6% | $2,266+60.5% | $1,899+91.6% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $79-98.8% | $4,821-100.0% | $91-99.0% |