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 | $752,251 | $63,905+1077.1% | $74,184+914.0% | $57,661+1204.6% |
| Participation rate | 99.8% | 79.8%+20.1pp | 76.6%+23.2pp | 70.2%+29.6pp |
| Annual return | 36.47% | 60.60%-24.1pp | 17.74%+18.7pp | 5.13%+31.3pp |
| Employer contribution / active EE | $3,506 | $1,840+90.5% | $2,370+47.9% | $1,974+77.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-99.9% | $5,586-100.0% | $95-99.9% |