Filed December 27, 2018 (most recent of 9 filings on file)
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 | $813,503 | $72,303+1025.1% | $86,717+838.1% | $64,829+1154.8% |
| Participation rate | 99.5% | 80.4%+19.1pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | 8.17% | 392.77%-384.6pp | 35.97%-27.8pp | 32.85%-24.7pp |
| Employer contribution / active EE | $1,020 | $2,393-57.4% | $2,837-64.1% | $2,507-59.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |