Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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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 | $355,849 | $178,759+99.1% | $102,457+247.3% | $106,408+234.4% |
| Participation rate | 99.3% | 91.3%+8.0pp | 76.5%+22.8pp | 69.9%+29.4pp |
| Annual return | 13.69% | 17.23%-3.5pp | 29.41%-15.7pp | 17.37%-3.7pp |
| Employer contribution / active EE | $11,755 | $5,750+104.5% | $3,022+289.0% | $3,361+249.7% |
| Participant deferral / active EE | $13,406 | $9,466+41.6% | $5,054+165.2% | $5,567+140.8% |
| Admin fee / account holder | $40 | $62-35.2% | $9,451-99.6% | $79-49.1% |