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 | $1,035,913 | $89,123+1062.3% | $102,460+911.0% | $77,762+1232.2% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.2pp |
| Annual return | 20.71% | 25.05%-4.3pp | 29.47%-8.8pp | 31.27%-10.6pp |
| Employer contribution / active EE | $505 | $2,700-81.3% | $3,025-83.3% | $2,728-81.5% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |