Filed December 27, 2018 (most recent of 9 filings on file)
Employer 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 | $996,524 | $99,212+904.4% | $96,564+932.0% | $74,478+1238.0% |
| Participation rate | 99.9% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 42.18% | 22.40%+19.8pp | 25.89%+16.3pp | 34.37%+7.8pp |
| Employer contribution / active EE | $640 | $2,569-75.1% | $2,967-78.4% | $2,637-75.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |