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 | $868,836 | $69,305+1153.6% | $82,312+955.5% | $69,634+1147.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 27.64% | 21.47%+6.2pp | 25.88%+1.8pp | 27572.26%-27544.6pp |
| Employer contribution / active EE | $3,121 | $1,887+65.4% | $2,428+28.5% | $2,032+53.6% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |