Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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 | $309,312 | $138,331+123.6% | $86,717+256.7% | $89,433+245.9% |
| Participation rate | 99.7% | 88.9%+10.8pp | 76.6%+23.1pp | 71.3%+28.4pp |
| Annual return | -5.09% | -11.72%+6.6pp | 35.97%-41.1pp | -11.88%+6.8pp |
| Employer contribution / active EE | $10,814 | $4,812+124.7% | $2,837+281.2% | $3,021+258.0% |
| Participant deferral / active EE | $12,507 | $8,027+55.8% | $4,657+168.6% | $5,125+144.0% |
| Admin fee / account holder | $39 | $64-39.8% | $7,494-99.5% | $79-51.4% |