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 | $384,128 | $142,480+169.6% | $112,040+242.8% | $142,480+169.6% |
| Participation rate | 99.4% | 76.2%+23.2pp | 76.5%+22.9pp | 76.2%+23.2pp |
| Annual return | 12.36% | 16.32%-4.0pp | 24.52%-12.2pp | 16.32%-4.0pp |
| Employer contribution / active EE | $12,107 | $3,867+213.1% | $2,954+309.9% | $3,867+213.1% |
| Participant deferral / active EE | $13,525 | $6,807+98.7% | $5,098+165.3% | $6,807+98.7% |
| Admin fee / account holder | $38 | $307-87.6% | $12,098-99.7% | $307-87.6% |